Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 330.48

+2.4%

3:59 PM EST

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To: Teri Skogerboe who wrote (4166)	4/30/1997 9:12:00 AM
From: Terry D	of 70976

Teri - I understand your enthusiasm for a cash rich, extremely well managed, sector dominant company. I will hold AMAT long after MTEL is acquired or bankrupt - but I will not cheerlead or get emotionally involved in any equity - this is antithetical to dispassionate, reasoned investing. I already have all the ulcers I need. This is value tilt shop. And MTEL at 6 was stupid cheap - new management, solid tech - and TONS of debt, terrible sector = 66% return over 2 months. AMAT has to reach 92 to do the same - or 45X eps. At 54 - I am a better seller than buyer. Check this out to see how a lot of the street views the company - and good luck to all of us in 2 weeks. Hope Jim Morgan is on the call! td techstocks.com

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