Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 307.20

+2.0%

3:59 PM EST

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To: Gottfried who wrote (41114)	12/26/2000 9:23:43 AM
From: John Trader	Read Replies (2) of 70976

Gottfried, Thanks very much for the charts. One question, do you have any comments regarding the fundamental valuation of AMAT here relative to its valuation at the lows during past downturns, such as in 3rd quarter 1998? As you have pointed out, the timing of the low in the stock price tends to correspond to the low in orders. But the level that that the stock falls to will be influenced by fundamental as well as technical factors. I am still amazed at the historic volatility in this stock. For example, the almost 10 times increase from the fall 1998 to April of 2000. I am curious as as to how knowledgeable individuals such as yourself, as well as the overall market, are valuing the stock. John

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