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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (56551)	11/29/2001 2:43:42 PM
From: Cary Salsberg	Respond to of 70976

RE: "Is there any reason to assume that ... Applied Materials will continue to outperform their competitors? YES! In spades! RE: "Your question seems to suggest that investors in immature technology companies do have the right to expect above average returns without such manipulations or sleight of hand." NO! I have never pushed "immature technology" and I have never suggested that one should expect that they would produce "above average returns." It is correct to conclude that I believe that some "immature technology" companies will produce "above average returns without... manipulations or sleight of hand" and they will become the future AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM.