Formerly About Applied Materials Message Board

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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: derek cao who wrote (10136)	10/31/1997 11:26:00 AM
From: davesd	Read Replies (1) of 70976

Well derek, I have had time and am sharing my opinion, not sure if it's doing anyone any good, but I'm enjoying sharing thoughts and counter thoughts. Unfortunately, alot of the counters have been...the company said everything is fine....the analysts said buy...the 1998 estimates reflect the stock is undervalued...big upgrades are coming..etc. The views above can change in a heartbeat, as they have in the past...as a matter of fact some of the analysts are already jumping ship. To me that's a more shortterm view than what I have been accused of....we need to look out past what all those guys are saying and look at the industry that semi caps support and do a health check at that level to support our views. And when I look at that, I don't see alot of positives at this point. dave

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