Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.72

+1.3%

3:59 PM EST

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To: Katherine Derbyshire who wrote (22005)	7/21/1998 1:45:00 PM
From: Ramsey Su	Read Replies (1) of 70976

Katherine, I belong to the school that no bad news from the sector will knock AMAT down anymore. It will move with the market and I suspect the beta will be huge. If IBM can going up 6-7 or more on flat revenue and struggling to achieve double digit growth, the current investor mentality is clearly in the greater fool camp. The following is a scary article about what may happen. I just find his description of excess investment very applicable to the semi industry, even though he is talking about the economy in general. aei.org Ramsey

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