Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: Proud_Infidel who wrote (10146)	10/31/1997 1:23:00 PM
From: Scott Brooks	Read Replies (1) of 70976

<<It is amazing to me how the sentiment on this thread and in the overall market has changed so dramatically when the fundamentals have not.>> I am not so sure that is true. While it is true that the SEA situation has been building for some time, it certainly seems to have come to a head recently. Total % of sales aside, I am not as drop dead confident that the huge upgrade will take place at the pace that the market was expecting. Don't get me wrong but we have seen evidence that the shift to 300mm is going to be a rocky one - no one wants to be either the last 200mm or the first 300mm. I can't really underestimate the value of AMAT as the market leader, and that it will do exceptionally well over the LT, but I am not entirely sold on the idea that we are at the bottom. If you back out the split, it is trading at ~$64 and that is a hell of a lot higher than during the bad old days of poor earnings visibility. Once again, AMAT is a great co. and I am looking for an entry point. Scott

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