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Politics : Formerly About Applied Materials
AMAT 215.93-2.0%10:37 AM EST

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To: John E. Rylander who wrote (9442)10/24/1997 2:43:00 PM
From: Brendan W  Read Replies (1) of 70976
 
How about it's simply that AMAT is trading at 24X 10/97 earnings, and earnings visibility into next year just evaporated?

You wrote:
But maybe I'm missing something, and some not-widely-known info will reveal that AMAT is truly in serious strategic trouble, with medium and long term profits in some doubt?
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