Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

Jan 28 3:59 PM EST

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To: John Trader who wrote (46601)	5/11/2001 6:03:02 PM
From: Cary Salsberg	Read Replies (1) of 70976

AMAT and GLW both have ~$11 book value. AMAT has ~$5.00 cash/share and $.90 debt, while GLW has ~$1.25 cash/share and $4.25 debt. Business prospects for both look poor over the next year. I suspect that the barriers to entry into AMAT's business are far greater than those into GLW's. I will buy AMAT at lower prices. I will not buy GLW even though my last refusal to buy at Sam Citron's suggestion cost me BIG (provided I sold at the correct time).

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