Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Dr. Bob who wrote (25163)	10/10/1998 10:36:00 AM
From: Big Bucks	Read Replies (2) of 70976

Dr Bob, You are correct that AMAT represents a very good price at this level, I believe it will represent a better buy in price before year end. There will be a long bottom basing period before this sector's prospects improve, and plenty of signs of improving business conditions before a major move up. As long as an investor is within 10-20% of the bottom and has a sufficient time horizon they will do ok, IMO. Re:IMO, this is why AMAT maintains strong support in the 20's, because institutional investors understand this. IMO, funds/institutional investors use company fundamentals and the business cycle prospects going forward to determine what stocks to buy/hold. Their job is to increase the value of their investors capital investment year-over-year by selecting companies going into an increasing/improving position. Some institutional investors may have a 2-5 year time horizon for returns, but I'm betting that most have a 1 year horizon based on market conditions and shorter term macro economic outlook with which they manage their portfolios. Thanks for the commentary! Just my opinion, BB

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