Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Fred Levine who wrote (6542)	7/23/2003 4:24:06 PM
From: Gottfried	Read Replies (2) of 25522

Fred, I'm a poor substitute for JS but will try... The article said >including a huge $100 million order for Applied Materials Inc., according to a report from Morgan Stanley today (July 23).< It's not clear whether MS or the article writer called the order 'huge', but for a $4B+ company a $0.1 order is not 'huge'. AMAT has a PE of 42 on NEXT years [Oct'04] projected earnings today, so is valued for perfection. AMAT is still committed to lay off more people. Would they do this if business were picking up? Gottfried PS: all of the above is an attempt to be bearish. I'm not very good at it. :)

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