Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Vartan who wrote (21558)	7/11/1998 11:37:00 AM
From: Big Bucks	Read Replies (3) of 70976

Vartan, Those of us that have owned this stock for many, many years have seen this kind of performance over and over again. This is still a cyclic, growth industry, with extreme price/business swings in both directions. At some point demand will outstrip supply and new products/technologies will kickstart the cycle all over again and then 300mm technology will be the rage as new fabs are built. I feel very comfortable expecting a 2x-4x gain in less than 3 years, demand will be there, progress marches on. It is irrefutable. Just my opinion, BB

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