Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 262.31

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10:18 AM EST

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To: Steve Lee who wrote (3777)	10/27/2002 4:05:57 PM
From: Kirk ©	Read Replies (1) of 25522

53!! WOW! Are you still in London? Here in the Bay Area is is nice today but windsurfing season is all but over unless you try to sail a storm front before it hits the coast. BTW, I only own the Nasdaq stocks that I think have good fundamentals and value... The reason I bring up the book value not being able to support the level of losses is some of the earnings work you did in the past that used GAAP earnings would not be accurate for projecting the future earnings. It clouds the picture.

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