Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 315.93

-0.8%

9:38 AM EST

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To: jtechkid who wrote (22943)	8/12/1998 9:18:00 PM
From: Edwin	Read Replies (2) of 70976

jtechkid, Your last post had a pretty good analysis of the situation at AMAT and how Morgan may be thinking. I think the street loves AMAT and will not penalize it to much. Everyone is waiting for a turnaround and AMAT will be the place to be. AMAT is the 800 lb gorilla. AMAT may possibly be taking market share away from other companies during this downturn. I think alot of people shorted this stock in the anticipation of poor earnings. Everyone knows that earnings and the outlook is bleak until at least the second half of 1999. I doubt if fund managers will want to miss out on the huge rebound when it does occur. I think it is smart to dollar cost average on this and other good companies like KLAC, NVLS and TER. I doubt if AMAT will go below 28!

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