Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

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To: brunn who wrote (42010)	2/10/2001 9:52:26 PM
From: Andreas	Read Replies (1) of 70976

Brunn; You make a lot of good points. However, I'm more concerned with next week's market reaction to amat (if eps forecasts are indeed cut) than I am to the market's reaction in may and/or june. In other words, I'm worried about next week's perception that the world is coming to an end more than a may or june perception that things are improving. Also, a return to a top-side p/e of 30 could bring amat to a ceiling of about 30 - 36 depending on how much eps is cut (if it is cut at all - which is all speculation at this time). Finally, who is to say that if bad karma gets out of hand that irrationality won't take hold and hand amat a new p/e of 10 on a silver platter? But then again, it's always darkest before the sunrise.

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