Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.86

+1.4%

12:18 PM EST

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To: Ian@SI who wrote (47091)	5/22/2001 1:12:27 PM
From: michael97123	Read Replies (2) of 70976

"No one expects fundamentals for the equipment companies to improve anytime soon." Ian, That is true, but many folks have chosen to ignore the pessimism already. All i am saying that we might have a period where other groups within tech have their day while amat consolidates gains. My core holdings will not be disturbed in any case, its just the stock on the edges that i play with. As far as 30 years, the cloud i see is the demographic one---the baby boomer generation pulling money out of the market to live on and perhaps to help our kids with day to day stuff. My impression is that the next generation is often in over their heads and will need some of our cash. Thats when multiples may return to the norm. I believe we are safe for ten years at least. mike

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