Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

Nov 17 3:59 PM EST

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To: Ian@SI who wrote (27756)	1/16/1999 10:22:00 PM
From: Justa Werkenstiff	Read Replies (2) of 70976

Ian: I agree with everything you posted. I have more of a problem with the price of AMAT relative to those prospects in this market for now. I see fat and fickle money holding up AMAT and other similarily situated big caps with this last January run in a period of historical semiconductor strength and market exuberance. I know from experience that there is always another side to a parabolic rise in this sector and, if anyone is predisposed, they should consider taking protective measures. Have you seen any articles re capacity buying yet?

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