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Politics : Formerly About Applied Materials
AMAT 259.92-1.1%Dec 30 3:59 PM EST

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To: davesd who wrote (10082)10/30/1997 11:40:00 PM
From: roly  Read Replies (2) of 70976
 
Dave,

<< So convince me I'm wrong and I will load up with semi cap stocks.>>

I'll try to convince why you should buy AMAT now.

Answer this question honestly.

At present AMATs valuation, do you think the downside potential
is higher than the upside potential?

What do you think AMAT's valuation will be 6 mos from now? 1 year from now?

Roly

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