Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.30

+0.2%

10:38 AM EST

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To: Sun Tzu who wrote (51783)	9/9/2001 7:13:32 PM
From: Tito L. Nisperos Jr.	Read Replies (1) of 70976

RE " ... I understand that you aren't a big fan of Applied Materials? Wick: True. I base my opinion on valuation and also on the fact that Applied Materials, and all the other semiconductor-equipment companies, are really at the bottom of the food chain." Wick is correct to echo what happened in the past --- when the Computer Chip was the only game in town. DELL and CPQ used to rebound first, followed by INTC and MU, then 3 to 6 months later AMAT & CO. ... But for the past 2 years or so things changed. There appeared so many different kinds of Chips that captured the attention of Investors in Hi-tech. Not only in Computers anymore. INTC used to decline about 40% only each Bear market and AMAT about 60% or more. In this latest Bear, we saw INTC declined more than 70% --- even worse than AMAT did. For comparisons here is a site. Compare AMAT to INTC, DELL and others using 2 year and 5 year time frames: --- finance.yahoo.com

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