Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.31

-3.2%

Nov 13 3:59 PM EST

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To: Proud_Infidel who wrote (26933)	12/6/1998 2:21:00 PM
From: Gottfried	Read Replies (1) of 70976

Brian, you were right all along. Better? Some of those who "called" for AMAT at 12 were right, too. They pointed out that if AMAT were valued at previous down cycle PE and PSR, the price would be 12. One thing I learned from our discussions here is that such rationales don't always come true. You said >>Equities, particularly the big tech names such as MSFT, INTC, CSCO and AMAT thoroughly outperform the averages over time and it pays to buy on significant pullbacks, although this will run counter to what "they" will have you believe. Listen to them at your own risk.<< I'd like to add that sometimes non-tech stocks can rival the performance of techs, although it may be harder to predict. Here I show SWY and JNJ over 5 years vs MSFT and AMAT... techstocks.com Some may even prefer a stock like JNJ for the LT, because it comes without the timing headaches. Gottfried

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