Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.29

+1.9%

9:48 AM EST

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To: Cary Salsberg who wrote (48932)	7/9/2001 7:43:43 PM
From: Rick Storm	Read Replies (1) of 70976

Cary, when you started the blood thread, you used 2xcash and 1.5 book as yardsticks for value purchases of the semis; given the present environment where good securities have yet to be sold by distressed owners, near the end of bear markets,giving bear market valuations; why would you start applied at such a high value; why not even if both novellus and applied carry a "king" premium, why not say 3x book? thanks, ps, have you set up a buy scheme for novellus also?

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