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Politics : Formerly About Applied Materials
AMAT 327.03+2.5%Jan 16 3:59 PM EST
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To: Scott Brooks who wrote (20692)6/24/1998 10:29:00 AM
From: Teri Skogerboe  Read Replies (2) of 70976
 
Scott,

So how much of your life savings are you willing to risk based on that "guidance"? Buy a stock in the 20's and sell it when it splits?! Forget market cap, forget valuation measurements like PE, PSR, Pr/Book, forget the "fact" that we have 15 unneeded DRAM fabs, and that INTC can make more microprocessor chips than the world will need for the foreseeable future (and that doesn't count AMD and NSM's capacity) forget prior trough valuations reached during past industry downturns.... just go on stock price and splits?! I don't need to say this, but.... the "idea" doesn't work for me.

And I wasn't talking about the trip to China. I was talking about the Lester post.

PS. Oh yeah, forget the fact that Taiwan has no idea what they will do all their excess foundry capacity.
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