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: Gottfried who wrote (50334)	8/11/2001 12:14:50 AM
From: Paul V.	Read Replies (2) of 70976

Gottfried, It appears we are having a discussion repeated from 1996 and 1998 cycles. I recall at that time Teri assumed the same position as Cary is today, stating that AMAT was going into the teens. However, we know that did not happen. It has amazed me how the institutionals have held up the stock with its Orders, shipments and BTB being so low in comparisons. All investors have to do is look at the months of July-Oct to see the bottom action trend and the beginning of a rebound. AMAT realistically should be in the $20-29 range but it is not due to the institutionals holding the stock up. IMO, I do not expect the institutionals to see at this late date in the current cycle but use the downturn to buy more shares. I am sure they will be more than happy to take Cary's and other stock holders shares> Additionally, everyone on this thread should look at the collation between AMAT's Earnings and its prices. Also, an inverse collation. Just my opinions. Paul

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