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Strategies & Market Trends : Sharck Soup

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To: TWICK who wrote (33004)	8/15/2001 6:38:35 AM
From: GREENLAW4-7	Read Replies (3) of 37746

QUESTION FOR BOARD; I listened to AMAT's CC and read the earnings release completely, I do not believe they have had a worse quarter in the last 6 years until the one they just reported! In 94-95 AMAT was in 1/2 of current price, but I still amazed that not one analyst who covers them believe its expensive? This morning several analyst said they believe AMAT is in the best position for the ultimate RAMP up in production and best levereged for the next up turn in the SEMI cycle. But what they fail to say is we are not even 1/2 through the PRESENT down turn! LOLOL These cracker jack analyst should do more DD on the Semi cycles. AMAT is a fanatastic SHORT!!

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