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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 3:59 PM EST
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To: Justa Werkenstiff who wrote (27732)1/16/1999 2:03:00 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
Justa,

Do you really feel AMAT is valued appropiately a trough levels after the longest sector recession in equipment history? Should everyone wait to buy until the BTB is 1.2 and sales are $6B/year? We are going from extremely depressed levels to very high levels. Unless you are a trader, you need to look at the BIG PICTURE of semiconductors and how they will cahnge the world even more as we head into the new millenium.

BK
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