Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.87

-2.7%

3:56 PM EST

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To: Joseph Beltran who wrote (50046)	8/1/2001 7:29:27 PM
From: orkrious	Read Replies (2) of 70976

maybe the reason why we never reached the low valuations in these stocks that we did in 98 is because folks like you, Jacob, Cary, and many, many, others, were (and maybe still are) expecting it to happen Very probably so. However, there is much more risk getting into a company in a cyclical business at these levels at this point in the business cycle, with much less upside. People like us are likely to just watch. In my mind AMAT from here has more downside than upside, so unless I can buy at a trough valuation at a trough in the business cycle, I'll just watch.

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