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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: Chi-X who wrote (10208)11/2/1997 1:27:00 PM
From: Sonki  Read Replies (1) of 70976
 
chix, i read the ibd article. intresting to note: stock index vs. future sales. you can see how the semi stock index had run up very high in expectaions of future sales. Thus this correction is not
really great price but just correted to level it should be.

mean while all who bot at 100 ( including me) now at a loss.

semi equipment should now grow at 15% per year. i.e. amat pe 30
maybe too high.
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