Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 224.59

-1.8%

1:58 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fred Levine who wrote (34692)	4/3/2000 1:24:00 PM
From: Fred Levine	Read Replies (1) of 70976

Altho my net worth has substantially decreased in the last week, I'm quite calm about the LT prospects for AMAT and a few others. IMO, these companies became overpriced as a result of a feeding frenzy, and the correction was correct and inevitable ---AND---impossible to time. However, the fundamentals remain entirely intact, if not improving. Earnings season is beginning and as the news of robust earnings come out, we should see a reverse of the decline and a gradual resumption of growth. This year, warnings of earning shortfalls have been fewer than usual and that augers well. I'm keeping my bloomers on. fred

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next