Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

3:59 PM EST

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To: heavenly who wrote (33596)	12/29/1999 3:48:00 PM
From: Tony Viola	Read Replies (1) of 70976

I attended stockholders meetings this year for AMAT, LSI and Intel. CEOs of all three said things like (and showed charts, of course, predictions) they believed they were only in the "second inning" or so in the current semiconductor boom. As I recall from the world series back in october, there are 9 innings. Now, you have to take it from the source from whence it came, or however that trite saying goes. WRT that, I know that Intel and LSI are usually conservative in outlooks, not so sure about Morgan of AMAT. So it's early in the boom, they all agree. The only thing is, do these stocks run up well in advance of all the good times, and then cave at the first bad sign? I'm personally holding for at least another year, unless something dire happens. Standard disclaimers abound. Tony

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