Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 321.42

+5.7%

12:52 PM EST

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To: t2 who wrote (39707)	11/15/2000 5:58:46 PM
From: Kirk ©	Read Replies (2) of 70976

Agree. I got the impression that they are saying that they are now less cyclical and will still show growth in a slowing market. Even if you take them out of the high growth category, they are a good value stock in a growing market. with zero growth, they easily do $3 in 2001 so have a p/e of 15 on those earnings at $45. Give them 20% growth... and that $45 looks pretty good in comparison to most other stocks. I think the market fears that orders will vanish and thus real problems begin. It sounded in the conference call like this wasn't happening, but lower order rates always comes before order cancellations... so people are cautious. I wonder if SS Baloney and others got enough cheap shares yet or do we get more downgrades so they can add? Kirk out

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