Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 292.20

-1.2%

3:59 PM EST

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To: FR1 who wrote (42055)	2/12/2001 7:33:54 AM
From: scott_jiminez	of 70976

Now it is exactly the same on the down side. Impossible to find people that are not bearish even though all the big guys have reported and all the bad news has been baked into the stock prices. And the FED has lowered 100 basis points. A reiteration of the idea that the 'Semi-Equips - Buy when BLOOD is running in the streets!' concept is doomed to failure. 'One final concern is whether it is AMAT's competitors turn to realize improved valuations. AMAT has definitely been outperformed by certain smaller rivals--KLIC, LRCX, NVLS, KLAC (in that order) for example--recently. Arguably this trend could continue. Interestingly, the same phenomenon has been seen in the overall market: small and midcap outperforming large cap. The fact that AMAT's valuation improved in 1998 vs. 1996 might have been less related to AMAT's business strength than to the overall outperformance of large cap U.S. stocks. Obviously, those days are over.' Message 15331027

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