Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 230.80

+2.5%

12:48 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: EACarl who wrote (28729)	3/2/1999 5:01:00 PM
From: Sun Tzu	Read Replies (1) of 70976

AMAT's outperformence (not its valuation) relative to the smaller companies is justifiable if you believe the Morgan Stanley report which came out quite a while ago. It is a comprehensive look at the SemiCaps and is titled Only the Strong Survive. I believe the title says it all. regards, Sun Tzu P.S. I like the point you made.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next