Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.92

+3.1%

3:59 PM EST

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To: jtechkid who wrote (19311)	5/12/1998 5:01:00 PM
From: The Vinman	Read Replies (1) of 70976

This stock is nothing more than a trader right now. All of these "cautious on the near term" comments are laughable, it basically holds up the stock price and allows idiot brokerage houses like Goldman Sachs to put AMAT on its' global priority list. How could you look at AMAT's business and make it a "priority" for your customers. I am not much for conspiracy theories but some time you have to wonder if these analysts support the stock just because they have a lot of customers in a certain stock and they want them to make money, vs. really basing upgrades on the actual business. Basically what we have in this sector is a bunch of assumptions that ASIA is going to turn around, well in case anyone checked, Asia is not getting ANY better, and many now say a second leg down is around the corner. In the US, which has a robust economy, companies like HP and INTC are cutting back on cap. equipment spending. What happens when the US economy slows down? Cycles in industries don't always go according to the map, and IMHO I don't see any turnaround in this sector until year 2000. Vinman

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