Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

Dec 11 3:59 PM EST

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To: Gottfried who wrote (22966)	8/14/1998 10:20:00 AM
From: Barry Cartwright	Read Replies (1) of 70976

Gottfried, remember when Ensco was being pushed as EPS numbers were falling hard. Price went from 30 to 13. I have been mostly long AMAT since I cannot remember but after getting burned so badly with ENSCO, any time the industry fundamentals are deteriorating as quickly as semi equip, with no end in sight, I get out!!! I am no expert but I would tend to think that we will be able to buy AMAT at a much lower price by early 1999.

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