Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.92

+3.1%

Nov 24 3:59 PM EST

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To: Jacob Snyder who wrote (63859)	5/17/2002 1:59:36 AM
From: Sam Citron	Read Replies (1) of 70976

OT the Bubble hasn't fully deflated Maybe the housing bubble hasn't yet deflated, but where else can you get such lovely cap gains tax breaks? Tell NT (P/S 0.54), GLW (P/S 1.13) or LU (P/S 0.89) that their valuations are still in a bubble and history will disagree with you. But that's telecom, and the reversion to mean there will be extraordinarily elastic as all that overcapacity is very gradually absorbed. AMAT wasn't in the same kind of bubble as telecom. It was not a tulip, but a rose. <g>

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