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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Alastair McIntosh who wrote (6895)11/14/2002 9:36:04 AM
From: robert b furman  Read Replies (1) | Respond to of 95640
 
Hi Al,

This bear has been so long many probably do think of me as permabull.

I sold out completely in Febrary of 00.

I can be bearish when valuations are high - but bullish now as historical prices / trough values are low enough for me to tough it out.

Bob



To: Alastair McIntosh who wrote (6895)11/14/2002 9:56:21 AM
From: Proud_Infidel  Respond to of 95640
 
The point was that it was distorting Q4 results

One thing you cannot claim that AMAT does is distort. They are one of the most conservative companies, tech or non-tech.


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