Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 224.80

+2.1%

12:50 PM EST

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To: mitch-c who wrote (36792)	8/15/2000 5:09:54 PM
From: dr_elis	Read Replies (1) of 70976

"It sounds a bit Heisenberg-ish, but the peak price will be defined when it happens. Until then, we're all guessing." Most lovely contribution! Only one remark I would like to add: Whatever happens, the market is always right.... Somehow OT: Earnings and revenues for ADI look extremely impressive, they trashed just about every estimate. Smart guidance, eventually, but I keep wondering why companies like LSI never manage do perform similarly (LSI is considerably less expensive (50%) than ADI). Anyhow, these (ASIC)-companies are doing very well, and ADI is one of the brightest among them. Communication and networking are driving the need for chips, and that is good for AMAT. Does anyone disagree? Cheers Michael

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