Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+1.0%

12:59 PM EST

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To: Randy McWilliams who wrote (23152)	8/20/1998 11:24:00 AM
From: jach	Read Replies (2) of 70976

AMAT analysis: a few days ago was 34+, now at 31+, what's the difference, no fundamentals changed except some SEMIs had announced poor performances, but was already a known factor in those sectors. In the fast-paced semi world, it's now actually taking less time to move to the next curve and chip makers will need to upgrade their equipments if they want to be in the mkt. Wil their full range of prducts and the new technology AMAT will benefit greatly. The time to seriously look into is when most of these great analysts are downgrading, ever see many downgrades when a stock is at their all time highs, what were most alaysts saying when amat at their all time highs, "strong buy"; even more pathetic is that some will initiate with "hold", grandma said "don't say anything if you've nothing to say", why bother?

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