Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Math Junkie who wrote (24153)	9/11/1998 4:48:00 PM
From: akidron	Read Replies (1) of 70976

FWIW, I have been buying a few stocks recently (100% in cash is too cassandra, even for me). A few drillers (mostly SLB) some pfizer, oxhp, and even a little MTSN. AND I got back into MOFN. But not AMAT.... just keep asking myself, do I think it could fall 50% from here (in other words, further than is acceptable to me) and coming up with the answer that, if the overall market finds reality, given that the prospects for the semi-equips are more bleak than 95-96, $12 would be a pretty achievable price for a company with no profits, no visability, and declining revs..

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