Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: davesd who wrote (14981)	1/22/1998 11:53:00 PM
From: Big Bucks	Read Replies (3) of 70976

DD, I agree with most of what you say concerning most tech companies with high exposure to Asia that depend on those revenues to show profitability. AMAT should weather this storm nicely by controlling costs and tightly managing its' business plan. If anything it should actually continue to get stronger since it has more resources and a diverse product mix to offset any weakness in any specific toolset. The smaller companies will suffer much worse than AMAT, and will be slower to recover since they will cut expenses in R&D, personnel, manufacturing capacity to survive. AMAT will take advantage of this and be able to "hit the ground running" when things stabilize because they will be prepared for it. I'm still looking for $35+ by options expiration, but the short term traders will keep things volatile until a breakout occurs. Next week should see a similar trading pattern that we observed this week. I wonder if Akidron is trading on this volatility? Good Investing! BB

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