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

To: Kirk © who wrote (11401)	9/3/2003 11:58:22 AM
From: Sam Citron	Read Replies (2) \| Respond to of 95622

10.26 may be seen someday as the mother of all AMAT buying opportunities. And to think that a certain newsletter writer (not you, Kirk) indicated "they" would only be interested if it got below 10. <g>

To: Kirk © who wrote (11401)	9/3/2003 12:12:30 PM
From: Cary Salsberg	Respond to of 95622

RE: "The last item says AMAT made a lower low..." The whole chart says that. Lower low relative to the balance sheet. The keys, now, are my assumptions that they were stronger both in the balance sheet and in their product portfolio, that the long term industry parameters were not changed by the bubble and its aftermath, and, most importantly, that they will reach a new high in their performance level. Since all three items have been subject to debate, I just smile and wonder (and place my bet).