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Politics : Formerly About Applied Materials
AMAT 297.57-6.6%3:59 PM EST
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To: Edwin who wrote (22946)8/12/1998 9:28:00 PM
From: Ian@SI  Read Replies (1) of 70976
 
Edwin,

AMAT is selling at more than 60% of its high whereas some other leading Semi Equipment companies are going for 15-20% of their recent highs.

Perhaps, AMAT is being given more credit than it deserves. ...or perhaps, other leading companies not enough. All in all, I wouldn't expect relative outperformance by AMAT from today's prices.

JMHO,
Ian.
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