Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.92

+0.4%

3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (51804)	9/10/2001 8:16:28 AM
From: Sun Tzu	Read Replies (2) of 70976

I understand your point...we are mostly in agreement on the fundamentals. The issue is timing and valuation. I don't think Wick is right in his 2 year estimate. I think 2-6 months is the most that is left towards the bottom. As I pointed out in an earlier post, I expect the recovery to be for DSP (read wireless) first and then for networking-telecom equipment, and then the rest. This morning a number of DSP/wireless Co's are upping their estimates. So I can't believe we are too far off the bottom. BTW, when I said NT is my rebound indicator, I was not talking about the stock. I meant that when I start hearing NT upping its estimates, then I believe the business has bottomed out. good luck, ST

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