Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 315.93

-0.8%

9:38 AM EST

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To: akidron who wrote (16939)	3/3/1998 8:43:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

OT****CPQ Re:average selling price is way down, as r margins* And inventory channels are rotund. This looks like a compelling play in the mid-20's. Best case scenario IMO, is to buy at these levels and have the DEC deal fall through. I don't think WS currently likes the idea of taking over a troubled co. and fending off Dell at the same time. Can anyone explain why they are attracted to DEC?!?! BK

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