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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%3:59 PM EST
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To: w0z who wrote (36259)8/4/2000 2:08:00 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
There is no way IMHO any investor could justify buying KO over AMAT at these levels. We are seeing this discrepancy primarily because the large fund holders have proven themselves to be the weak hands, and have been shaken out over the course of the summer months. When they realize the cycle is far from over, after perhaps reading a few more releases like VSEA's today, we will see appreciation in price, perhaps raidply so since we are trading at such a discount to the market and AMAT's own growth rate.

BK
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