Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: stockdoctor who wrote (14777)	1/18/1998 10:06:00 AM
From: Proud_Infidel	Read Replies (1) of 70976

Re:as I noted in previous posts the little guys like BRKS will continue to warn of slowdown as a result of ASIAN crisis and will not warrant the sector to trade at greater than average multiples.. S.MD, I've been saying for awhile now that ALL cos have been equally brutalized during the asian crisis will WS treating the entire equipment sector as a broad monolith and punishing any member. However, going forward I am inclined to believe that cos. such as AMAT, KLAC et al, which actually can offset the losses in asia with sales from their large backlog, will be rewarded with higher multiples than the industry average. Those who warn will be taken out behind the shed and shot and will languish since WS likes neither disappointment nor uncertainty. Hopefully AMAT will meet or exceed and life in AMAT land will once again be wonderful<G> Regards, brian PS Am looking into buying some BRKS and any other stock WS wants to give away

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