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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: Jeffrey D who wrote (31899)8/13/1999 11:57:00 AM
From: Larry Ames  Read Replies (1) of 70976
 
Hasn't the stock dropped right after good earnings the last 2 or 3 quarters? Maybe a lot of others have also seen this pattern and are just locking in profits earlier than in the past.

In any case, my sense is that things are very good in AMAT land. The stream of capacity and investment related articles from Brian and others, IMO, underscores this.

A low in the range buying opportunity?

Larry
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