Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Proud_Infidel who wrote (19122)	5/25/2006 9:21:25 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "Is this stock officially a POS now?" YES! Uncertainty is biggest negative on stock prices. The "street" has no ideas about the future of semis and semi-equips. The experts try to squeeze current numbers into an historical model, particularly the negative aspects of the model. If the company is NOT a POS, then the price will come to reflect that, but it could take years.

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