Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 283.56

+5.5%

2:22 PM EST

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To: Ramsey Su who wrote (28090)	2/8/1999 7:44:00 PM
From: Proud_Infidel	of 70976

Ramsey, Glad to see you back. We need a healthy dose of skepticism in this market. Although I disagree with you on valuation and believe AMAT will earn about $3.00 for FY00, there has never been a greater need for skepticism IMO. This sector IMHO again, has set itself up for a multi-year run because of extremely depressed levels of capex and a period of overcapacity. I am very bullish looking out.....but then again are you surprised:-) BK

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