Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: John Trader who wrote (48268)	6/21/2001 10:32:52 AM
From: Gottfried	Read Replies (2) of 70976

John, OT *** telecom I am not invested in telecom, but am watching the charts for take-off. AMAT should not be dead money much longer. At least in that industry we know what's driving price and we can track it - even if with a delay. I consider valuations, but make allowances for temporary abberations having an explanation. It makes sense to have unlit fiber because the incremental cost of burying more than needed is low. [digging the ditch is expensive]. On the other hand, I hear it becomes obsolete in just a couple of years. Don't know if that is always true. It's best to watch stock price movement and go by that. Integrating all the fundamental info is too difficult for me. Gottfried

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