Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (4566)	5/15/1997 11:35:00 PM
From: Dennis G.	of 70976

Hi Tito. Thanks for the post, although I'm not really sure what the point is. Are you saying that AMAT will continue to go up because it's now in the same league as MSFT? Do you think it will eventually get MSFT type multiples? As a comparison, AMAT is now at a higher multiple than INTC. Is there something different now than in December? These questions are not meant with any disrespect. I would truely like to know what you and others think. I have never shorted a stock before but I must admit that I am getting tempted. Maybe you can bring me to my senses. BTW, I also think MSFT is a great short candidate. I must be nuts.

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