Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Cary Salsberg who wrote (39543)	11/12/2000 7:28:29 PM
From: lrrp	Read Replies (1) of 70976

Cary, I know you have some orders in for egls and cohu based on the absolute price of the stock and the discipline of 1.5 book and 2x cash( or these days even less!!) But do you have a price at which you would think about Amat -given the dramatic nervousness of the market in the face of uncertain election outcome and the readjustment of overvaluation, now coming into its earnings announcement in the worst of all times--- a psr of 3 is now @ 28, but applied has the competitive advantage of size, almost end to end fab solution , (except for the holes in its line, which you have mentioned) which may act as a floor beyond which it will not fall; , would you even consider buying if this stock were to get close to these levels-- say 30 ? thanks, steve

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