Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 322.27

-5.6%

3:59 PM EST

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To: Fred Levine who wrote (5249)	1/31/2003 12:50:52 PM
From: Jack Hartmann	Read Replies (1) of 25522

You could make the case that AMAT could go to historical lows of 1+ of price/book. Some (Fleckenstein) are forecasting $5 based on it. Seems extreme since AMAT will be best positioned for 300mm market than anyone in the semi-equipment sector. Jack

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