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: Michael Ohlendorf who wrote (28285)	2/16/1999 7:19:00 PM
From: Michael Ohlendorf	Read Replies (1) of 70976

IMO ASM Lithography is an even bigger short !! They had some big orders coming in, yeah but they need many more to even reach their 1996 results yet they already trade at 1996 valuations. There has to come a significant pull back or I will eat my shoes ! Do not get me wrong ASM is a fine company but there is no way it can outpace the general Dutch market by 60% already this year without a good chance to even make their 1996 results again.

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