Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: jtechkid who wrote (20116)	6/11/1998 1:23:00 AM
From: akidron	Read Replies (1) of 70976

jtechkid.... u really are puting too much on projected earnings, and this hope about the 4th Q is just hope... KLAC and AMAT (and i suspect others) have spent a fortune gearing up to produce for an explosion that has not come, some of this investment will be delayed or even abandoned, and the expenditure will be written off... I say that even if we get a B2B bumpette, it will be transient, based on the now outdated belief that Asia will muddle through.... this market's going Chitti Chitti (bang bang) before we make a serious run at 10 K... at it might well be the great buying opportunity of our lives.

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