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: akidron who wrote (20119)	6/11/1998 1:19:00 PM
From: Debt Free	of 70976

aki, I think that you are correct in your assumption that there is still some serious downside risk which may still happen. If it doesn't occur, that does not mean that the risk wasn't real. One possible reason that AMAT is holding up is everyone is assuming that they will come out of this cycle stronger (compared to their competitors) than when this down cycle started. Doug

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