Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Gottfried who wrote (39913)	11/23/2000 12:26:44 PM
From: Joseph Beltran	Read Replies (1) of 70976

What I find amazing is that these so called "technology fund experts" parading today on CNBC are still peddling the high p/e companies like CIEN, VRTS, and the like. I wish for once one of these so called "financial journalists" on CNBC would really confront these guys and ask them to justify the high p/e stocks they are peddling relative to other companies such as AMAT, NVLS, LRCX, and the like. Incidentally, ML stated that they expect the book to bill to decrease towards parity in the next few quarters and they cited "guidance from AMAT" to support that statement. I do not recall AMAT giving any such guidance. Does anyone here have any such recollection?

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