Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: The Vinman who wrote (18876)	4/17/1998 6:12:00 PM
From: Bong Lewis	of 70976

so 32 is a bargain to you? i have reviewed its growth rate, PE, profit magin, return of equity, cash flow, etc., with its industry, i feel amat is clearly reasonable at 35. Too bad that i sold it at 37 when i bought it at the dip 27 solely chicken out of the ASIA affect and hope that it may go back to 27. I dont have time to monitor the market so i can buy back amat below 35, but unfortunatly if it go down to 30, i would buy more. I never buy every thing at once and reserve some cash for further 10% falling back. I dont like to chase stocks have gone up with the market. I buy AMAT based on its fundamental, products, leadership, management and valuation. I dont mind if it drops to 32 or lower. I have been in this situation before.

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