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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: Tito L. Nisperos Jr. who wrote (26388)11/17/1998 6:29:00 PM
From: Joe Donato  Read Replies (2) of 70976
 
I am the same Joe Donato...

Clearly, my timing was early then, but I was right - the stock had a great fall (to the 20's). Could be the same this time too - who knows where Wall Street will go? I could be right, I could be wrong.

I think I said this before as well, AMAT is a great company, and in the long term there isn't another semi equip company that I'd rather own. But today, as it was a couple of years ago when I made the call in the 70-80 range, it seems that the stock's price is way ahead of itself.

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