Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.88

+1.6%

3:59 PM EST

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To: Gottfried who wrote (59483)	1/27/2002 10:03:11 AM
From: Qualified Opinion	Read Replies (1) of 70976

Gottfried, it seems that investors are ignoring the semiconductor manufacturers recent forecasts of substantially reduced capital spending for this year 2002. Analysts seem confused even though I ignore them. I guess playing the trading range has worked to this point. P.S. - I believe the group is substantially overvalued.

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