Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.44

+0.6%

2:40 PM EST

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To: Big Bucks who wrote (13129)	12/12/1997 5:58:00 PM
From: Howard Feinstein	Read Replies (3) of 70976

B.B., I'm fairly new to this thread but have followed AMAT for quite some time though have not owned it, unfortunetely until now. In at 35,33, and 30. Seems like a great value at those prices, but not so good looking at 26. I'd appreciate what your take is on how much this Asian debacle is going to affect AMAT's bottom line. Wall street is saying quite strongly that it is going to severely hurt AMAT's profits. We all know it will affect AMAT's profits, but in my opinion, it is way overdone, or is it? If this Asian crisis is as bad as it looks we all could be in for a long ride to nowhere as far as stock appreciation! I'd appreciate your take on all this. Thanks. Howie

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