Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 254.72

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Dec 1 3:59 PM EST

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To: Steve Lee who wrote (3760)	10/26/2002 1:13:29 PM
From: Lizzie Tudor	Read Replies (1) of 25522

maybe the problem is that you are looking at generalities, and I am talking specifics. There are plenty of stocks, especially on the NYSE (housing?) that I agree could be overvalued. I'm not looking for overvalued stocks, but I'm sure they are there. The naz is another matter- the bears think were done, kaput, the growth is over for technology (5 years is an eternity in tech). Consequently companies like peoplesoft are trading for a P/S of less than 2- lower than they have ever traded for including 1992 and 1994. Network Appliance Sees Storage Industry Growth biz.yahoo.com "I am much more optimistic about next year. It should grow between 15 and 20 percent," CEO Dan Warmenhoven told reporters on a visit to Chile.

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