Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

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To: Jeffrey D who wrote (33430)	12/5/1999 7:39:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

* Applied Materials (AMAT): The chip industry expected to experience explosive growth over the next several years, and one of the chief beneficiaries will be leading chip equipment maker - Applied Materials... With over $2bln in cash and one of the top CEOs in the tech universe AMAT also well-positioned to ride out the usual industry cycles without suffering much damage... However, with demand expected to far outpace supply over next few years investors shouldn't have to worry about a slowdown anytime soon... Given industry dominance, strong financials and quality management team, stock remains attractively priced relative to tech giants noted above. Although I cannot argue with the bolded statement, these were the same fellows who advised staying away from AMAT during the run from 30-100 b/c it was "ahead if itself"?!?! Attractive at 110 but not at 50 or 60? And these guys get paid for this stellar research? BK

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