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: Jeff Maresh who wrote (8016)	9/17/1997 5:01:00 PM
From: Gottfried	of 70976

Jeff, there is no doubt in my mind that as the valuation gets loftier the risk increases. So everyone then makes a decision, depending on their tolerance. I'm a bit puzzled about the MS interview. Here's a MS official saying the stock is overvalued and his company will be happy to grow as fast as the industry. I suspect Bill G. asked him to lower our expectations. Maybe Bill G. would like to see the stock price stagnate for a while - rather than have it crash? I also note a tendency to discount the future further out than we used to. Regards Gottfried

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