Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.89

+3.1%

3:59 PM EST

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To: Katherine Derbyshire who wrote (25930)	11/2/1998 9:47:00 PM
From: jtechkid	Read Replies (1) of 70976

quality(qual)just got bought out by idti.it was almost 100%premium in a srock deal. as i stated on friday and in the past is you people should look at the second and third tier semi because thats where you will find value-ie-under book-1xsales that is ripe for takeover. qual is one of my holdings. i like asyt,egls,svgi, klic,lrcx, on pullbacks. these company trade comparable to book value and our ripe for takeover. my favorite as i 've stated numerous times is tower semiconductor(tsemf)-not equipcompany-it trades at 7.25. it has a book value of over 12 with around 6 a share in net cash and the company just bought back 1miilion of the 13 million shares outstanding . to make a long story short is they are in talks with major semi company in the developing of new flash technology and i see it as a potential 30-50 stock by 2000. my point is the big move will be in the secondary because they are more beaten down and very underowned by the funds. good luck. amat will trade between 24-38 for the next year and with 300million shares outstanding they will not have any eps over 1 doller until minimum of 2000. the play are in the takeover candidates not the acquirer.

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