Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.79

+4.6%

3:59 PM EST

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To: gugie who wrote (1825)	9/12/1996 3:24:00 AM
From: Bobbie Lee	of 70976

Mark, I am pissed at the PR guys because at the last big conference when the good earning was announced, they poured COLD water on stockholders' heads by giving grim pictures. Why is the timing so bad? I don't know. I agree with you on AMAT being a long term stock and it WILL COME BACK when the semi cycle comes back up. I do not think it is going to happen in the next one to two years(I hope I am wrong!). This is a Great company with excellent engineers. However, why buy now when you can make $ somewhere else? Do you like ADSL stocks? They are doing pretty well. Have you looked at PAIR or CUBE? Buying AMAT stocks now is for real long term investors. I am short term long on AMAT. Happy investing,

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