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: Terry D who wrote (28692)	3/1/1999 6:25:00 PM
From: Fred Levine	Read Replies (1) of 70976

IMO, 1) The stock did go up too fast and a correction was due 2) The analysts fail to distinguish between the chip manufacturers and the equipment people. The current rivalry between INTEL and AMD should hurt their prices, but put pressure on them to increase both productivity and creativity; thus leading to the need for more equipment. I sold some calls when it was very high, but we should see a return to the 60's soon. We should go higher when new news of orders are announced. fred

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