Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.20

+1.9%

11:13 AM EST

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To: Teri Skogerboe who wrote (21077)	7/5/1998 12:11:00 AM
From: john dodson	Read Replies (1) of 70976

Teri, Very interesting analysis. However, what would you say to a "buy and hold" strategy combined with a "value play" for AMAT at these levels? I mean, how much downside is there really left in AMAT, 10 points absolutely worst case? If one is willing to buy in the $26-$28 range, and hold for 5 years, or until $80, whichever comes first, AMAT has got to be a very good bet. Would you agree with that? Thx, John Dodson (No position currently in AMAT)

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