Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 28 9:30 AM EST

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To: Kirk © who wrote (3773)	10/27/2002 1:20:36 PM
From: Steve Lee	Read Replies (2) of 25522

"how many times do you think JDSU or Lucent can write off $40B? They don't have that sort of market cap to write off so the losses have to get smaller by default." The losses don't come from market cap, they come from fantasy book value. So it depends how much fantasy remains on their books.

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