Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 266.49

+3.7%

11:10 AM EST

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To: akidron who wrote (10048)	10/30/1997 12:13:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Agree, and think AMAT should be in the low 40's in a few weeks, assuming the market is not as hysterical as is now the case. IMHO, in the low 30's this one is a no-brainer. We have KLAC beating estimates by 12% recently, NVLS coming out and saying that they see no evidence of a downturn, AMAT's job board leaping from ~1800 to ~2300, LRCX saying that DRAM prducers are spending heavily on equipment and pulling-in orders even though DRAM prices are tumbling. I am still shaking my head at the recent tumble of this group. They may have gotten ahead of themselves this summer but this pullback is overblown by FEARS of another slowdown, one which I do not see coming from all of the data I have presented. What are the analysts looking at anyway? Can't be the same data I'm using to make my investment decisions. Of AMAT's ~ 4B in sales only ~600M came from SE Asia(I'm looking at the most recent Annual Report). The majority of that SE Asia order I assume, came from firms such as TSMC and Hyudai from Taiwan and Korea. BTW, how many Fabs does HK have? I do not recall seeing ANY announcements for orders for Fabs in HK. TIA for any rationale behind this opportunity. Regards, Brian

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