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Politics : Formerly About Applied Materials
AMAT 228.68+1.2%3:59 PM EST

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To: Gottfried who wrote (24137)9/11/1998 3:43:00 PM
From: Big Bucks  Read Replies (1) of 70976
 
GM,
Seriously, if the "recovery" took 5-7 years then I would expect to
be buying AMAT at $4-5 per share and would buy as many shares as
I could and wait for 5-7 years, think of the gains you would have THEN.!!!! Probably on the order of 15x-25x. If you are truly worried
keep monitoring the insider stock sells, I think that would say something profound. If AMAT were that low just think what the other
equip mfg's would be valued at.

BB
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