Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Return to Sender who wrote (64773)	7/9/2002 6:54:57 PM
From: Gottfried	Read Replies (1) of 70976

RtS, back in Jan. a Mr Neff said in Barron's he was short AMAT. The stock was around 22-23 then. He cited valuation. Sure, valuation was high and had been high for a year, but I thought the Market had gotten used to it. Now they've changed the rules. The other reason we didn't believe him is that bookings were expected to pick up, and in past cycles increased bookings and price went together. Gottfried

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