Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Teri Skogerboe who wrote (21233)	7/8/1998 11:40:00 PM
From: akidron	Read Replies (2) of 70976

teri..... I just got back from the Dominican Republic... scrolled through a few posts.... my general opinion is that nothing much has changed.... The idea that money rotating out of internet stocks will sustain a semi rally is absurd.... there just aren't enough internet shares to go around... Jacob said it best... AMAT is now trading at 30x 1999's expected earnings.... and u know I think that AMAT will make a loss in the 4th Q of this year.... unless they disguise the loss as a write-off of plant and equip from their $500m expansion. FYI I bought a little JPM this morning......

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