Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

3:59 PM EST

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To: Michael Ohlendorf who wrote (28350)	2/17/1999 10:38:00 AM
From: Ritz	Read Replies (1) of 70976

Michael: This is pure insanity!! You obviously don't understand this sector at all. Although AMAT has grown tremendously over the years, it fundamentally acts and trades like a cyclical. It has always been like this, go and check out the early posts on Cary Salsburg's BLOOD thread for an education. AMAT will go up as long as orders are accelerating upward just like any other cyclical. With QtQ orders up nearly 50% IMHO you're nuts to be bearish on this stock right now. -Ritz

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