Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

3:59 PM EST

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To: Czechsinthemail who wrote (22849)	8/11/1998 8:40:00 PM
From: Ian@SI	Read Replies (2) of 70976

Baird, I believe we all agree that the short term is bleak, that the long term is rosy. Unfortunately, I don't believe a common view of Short or Long term is shared. Nor do I know how much bad news has been discounted by the market. If I look at AMAT's stock price, I'd say not much, but then I don't have any AMAT shares (directly) today. Regards, Ian.

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