Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Tony Viola who wrote (35936)	7/23/2000 6:56:33 PM
From: michael97123	Read Replies (1) of 70976

I had read that quote from Andy. Both AMAT and INTC management are impressive. I dont understand why some feel that cycles are always of the same duration and same intensity as before. I can understand the market being cautious re: multiples for the group given cyclical nature but when its clear we are nowhere near the end or even the peak I dont get it. SSB guy set this in motion. Merrill in rebalancing portfolio emphatically remained bullish on sector. BTB numbers are great. Hyper BTB March numbers was an aberration. Most analysts refuted SSB. What am I missing??

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