Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: 16yearcycle who wrote (26685)	11/24/1998 9:18:00 PM
From: Paul V.	Read Replies (1) of 70976

Eugene, I really don't know what to make of it, and I certainly will not step in front of a fast moving train. How are fundamentals going to catch up with this price? Or, another question may be, "How high a premium (PE) will WS and the mutual funds place on AMAT?" Katherine, Big Bucks and John L. do you have any ideas what is driving this AMAT pric?. We know it is future projections but is there something we may not be seeing. All I can see is the increased demand of dram due to the Y2K problem because of the obsolete computers, under saturated countries, and new electronic devices coming on board. But I must be missing something. Just my thoughts. Paul V.

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