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

To: advocatedevil who wrote (64890)	7/15/2002 10:36:41 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

AD, >has given me the final push I needed to capitulate and join the bull camp.< No, no! That's not what the bears expect you to do. The want you to capitulate and sell all at bottom prices. Has nobody ever explained capitulation to you? :) Gottfried

To: advocatedevil who wrote (64890)	7/16/2002 2:00:26 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 70976

AD, Your post gave me the idea to see how the Group has faired over the past 5 years - so I went to my archive and used the data from 5 years ago to compare to last Friday's close. The Group is down 20 percent over that period. Not a good result for "long term buy and hold". Only 6 stocks in the Group have a gain of 50 percent or more over the period. Seven stocks are down 50 percent or more. 7/11/97 7/12/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG PHTN 7.50 26.97 260 1.34 20 25 0.81 NVLS* 15.99 30.99 94 1.49 21 25 0.83 AMAT* 9.91 18.48 87 0.74 25 22 1.12 LTXX 6.81 11.35 67 -0.35 20 NANO 7.25 11.35 57 0.45 25 KLAC* 28.16 43.80 56 1.40 31 25 1.25 ASYT 11.69 17.40 49 1.34 13 28 0.47 ASML 12.72 13.96 10 0.70 20 28 0.73 LRCX 15.58 17.01 9 0.45 38 25 1.51 CMOS 15.00 15.85 6 -0.01 20 SMTL 7.50 7.85 5 0.24 33 21 1.57 BRKS 22.25 23.00 3 0.77 30 23 1.31 CYMI 30.63 30.92 1 1.76 18 23 0.78 COHU 17.88 17.29 -3 0.76 23 18 1.26 TER* 23.69 21.14 -11 0.51 41 20 2.04 ATMI 27.75 23.54 -15 0.96 25 21 1.20 HELX 23.88 18.79 -21 0.68 28 25 1.11 PLAB 24.38 16.17 -34 1.17 14 23 0.60 KLIC 19.63 11.93 -39 0.58 21 20 1.03 DPMI 50.00 29.55 -41 0.93 32 22 1.48 UTEK 26.13 14.22 -46 0.47 30 25 1.21 VECO 41.50 18.05 -57 0.94 19 24 0.81 FSII 17.25 6.49 -62 -0.26 23 EGLS 25.00 8.31 -67 -0.88 22 MTSN 13.13 3.10 -76 -0.81 23 TGAL 7.13 0.92 -87 WFR 36.31 4.15 -89 0.01 415 20 20.75 SFAM 40.75 3.90 -90 0.22 18 18 1.01 TOTALS 585.37 466.48 -20 15.60 30 SOX-X 339.86 377.17 11 COMPQX1502.62 1373.50 -9 * STOCKS INCLUDED IN SOX INDEX