Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Gottfried who wrote (17837)	3/18/1998 2:27:00 PM
From: Proud_Infidel	Read Replies (2) of 70976

GM, Nice chart. Your graph shows that this downturn is only 1 month away from matching '96 in terms of sub-parity BTB. Translated this means there is less risk than investing in AMAT now than at other points in the cycle. Unless people think that this downturn will be substantially more prolonged than '96, one may care to place their bets now. The trough is not nearly as low at this point, but betting on a recovery for late'98/'99 at this point is IMO not a bad strategy. On the other hand, I have seen the market operate in a very inefficient manner at times, pummelling a stock for missing its #'s even though they preannounced. Anyone looking to establish a position may have the best chance of getting in even lower once this qtrs #'s come in. BK

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