Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.41

+1.1%

Dec 19 9:30 AM EST

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To: FJB who wrote (37131)	9/4/2000 9:49:02 PM
From: Proud_Infidel	Read Replies (1) of 70976

Bob, Ellen Hancock. She is smarter than all the analysts put together! No argument there. This is one compelling company in a hot sector, only the valuation would be impossible for me to justify a purchase of any kind unless I saw a sizable decline. One to watch though. I am looking to rotate some of my money out of the equipment sector<gasp heard by all> once we see sizable gains from here. The only reason I have not to date was that valuations were, and still are in many cases, much more compelling than other sectors. Add to that the immmediate 20% haircut from cap gains, and I am not inclined to invest in an EXDS with no fundamental underpinnings should estimates come unraveled. Brian

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