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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Skeeter Bug who wrote (31040)	6/15/1999 11:27:00 PM
From: Paul V.	Read Replies (1) of 70976

Skeeter,hey continue to buy equipment. not sure how long that can last. watch for signs of a reversal b/c this can't last... Hope you have seen the Roadmap for Semiconductors which Brian posted earlier. IMO, it outlined the rationale why the Semi-manufacturers are buying equipment--they have no choice. Either purchase the equipment to keep up with Intc, Mot, Samsung, etc or go bankrupt. They may still go bankrupt with purchases but at a slower pace as they compete against the big ones.-) Brian, you might want to repost the Roadmap to show how the competition must keep up. IMO, this is the reason WS is placing so much value on AMAT, the Semi-Equip Gorrilla, they are looking 6-9 months down the road EPS wise. If the cycle is the same as 1997-98 then when the EPS is high the price may be lowest. Just compare the Rolling EPS with AMAT's price in the past. Just my opinions. Paul

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