Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.00

+1.7%

10:00 AM EST

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To: jtechkid who wrote (18205)	3/26/1998 2:18:00 PM
From: Marc Trombella	Read Replies (1) of 70976

we will se 28 again before we see 38. So what? Why not enjoy the ride in the mean time. What about MSFT? Why not short MSFT? Is it it overvalued? Probably. Will it go up? Most likely. All I'm saying is this: In looking at 1999 to 2000, AMAT is undervalued. In the short term, you might say it is fairly valued. Until things actually do worsen in Asia, AMAT will not fall any 30%. You can't believe all the cash that is on the sideline right now just waiting for this sector to move. And like somebody mentioned earlier, when AMAT makes its move, it will be strong.

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