Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

3:59 PM EST

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To: Panita who wrote (23771)	9/4/1998 9:48:00 AM
From: All Mtn Ski	Read Replies (1) of 70976

You may be right, but CSCO is not laying off people and has always met EPS estimates, while estimates on a Applied get lowered. CSCO and MSFT's business is still strong, while Applied's is weak and may get weaker. It is a 800 pound gorilla, but 2X book at around 17 would still be twice that of its smaller peers. Cheers, Tom

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