Formerly About Applied Materials Message Board

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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 10:28:00 PM
From: Ian@SI	Read Replies (3) of 70976

Brian, If you check a little longer term chart techstocks.com one could conclude that AMAT has been treated much better than the other companies you selected during the past year. Yet the same tide that has affected those companies is also affecting AMAT. If one looks at the Network Equipment sector, CSCO continued to grow substantially while other equipment companies struggled or failed. AMAT has done better than others, but its stock price performance has been better still. If Latin America fails, the likelihood of a more severe, long lasting recession increases. I don't believe that has been priced into AMAT while it has been priced into many other Semi Equipment Companies some of which are selling for close to net Cash. FWIW, Ian.

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