Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

3:59 PM EST

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To: Lone Star who wrote (35028)	5/1/2000 1:33:00 PM
From: Mephisto	Read Replies (1) of 70976

I didn't mean to say higher P/E's are justified. I wondered if the reason that they were higher was because more people traded nowadays. I've never heard anyone mention that angle so I was curious. he reason I'm holding AMAT and will for some time is strictly based on the market outlook for semi consumption,the lack of capacity investment looking back 2-3 years, the move to copper et al, and the move to 300mm. Finally, AMAT's position vs. their competitiors. Lone Star, I agree! Cheers, Mephisto

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