Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 266.67

+3.8%

1:06 PM EST

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To: orkrious who wrote (28260)	2/16/1999 6:11:00 PM
From: Michael Ohlendorf	Read Replies (2) of 70976

AMAT has to and will come back to the 50s. All the Semis have run back to almost their old highs and even beyond like in AMATs case. Every small sign of recovery sparked a major rally like in the days where the stocks were really making good money. Bottom line is most are still earning less than 1-2 years ago and real recovery most likely to take place in the 2nd half of 1999 even if this should have happened now already but it did not. This can not work out if the market starts to melt AMAT will follow sooner or later. Look at MUs chart. From the 80s back to the 60s and it is still way to expensive.

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