Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.40

+1.1%

Dec 19 3:59 PM EST

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To: Howard Feinstein who wrote (12829)	12/9/1997 6:54:00 PM
From: 16yearcycle	Read Replies (1) of 70976

Howard, As I posted right after orcl's release yesterday, their problems are not related to asia. They are full of it and got killed for flinging bs. The semi equips are hugely exposed to asia, don't kid yourself. The question, in my mind, worth asking is : should amat, nvls, klac be cut in half due to this crisis? Are pe's of 16, 12, 18 appropriate? Assume that 1/2 amat's orders are from asia. I've heard 30-45% frequently. If asia reduces orders by 40%, total orders will be down 20%. Meanwhile, the stock is already cut in half. But the huge order cancelations have not happened. If orders drop for one year, so what! There will be more later. Meanwhile a small fortune can be made bouncing between 32.5 and 34+. But don't use your savings with this type of gambling> Gene

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