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: Lone Star who wrote (33868)	1/19/2000 5:20:00 PM
From: Big Bucks	Read Replies (1) of 70976

LS, We agree on many points, I want to go on record and stick my neck out and say that even thought the future outlook is bright for chip growth there will be some re-assessment of capital equipment needs as interest rates rise and semi- equip sales will decline by mid 2nd quarter. When everyone is on the "bandwagon" and singing in harmony -watch out. Yes, earnings have been great, but a slow down is likely IMO, especially when semi-equip valuations are way beyond realistic short term earnings potential. The prices we are seeing now have factored in the earnings for all of this year and next, is that realistic. I'm very cautious at these prices!! A 2 for 1 stock split is inevitable, but is the valuation assigned realistic?? Just my opinion, BB

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