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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 3:59 PM EST
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To: Proud_Infidel who wrote (24176)9/11/1998 10:08:00 PM
From: akidron  Read Replies (2) of 70976
 
funny how two people can take the same facts and look at them so differently. I'd ask you to consider this. Amat is down 55% from it's 97 highs, others are down more, yet AMAT comitted the most rescources, both absolute and relative, to the idea that we were on the verge of the great new era. In other words AMAT has the most to lose not the least to lose from the current slow down/collapse. Of course it is true that AMAT is taking share from it's competitors, it has to, it has had to amortize it's inflated fixed costs by selling at any price, but now many of its customers cannot buy at any price.... AND IT HAS THE MOST TO LOSE. So its cutting costs, but not fast enough, and one day the market will catch on to all the waste, and on that day, it will be time to buy. "Sometimes it hurts to love so bad.... sometimes the pain is just to much to bear."
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