Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Proud_Infidel who wrote (30050)	5/10/1999 8:23:00 PM
From: Stefan	Read Replies (1) of 70976

Well then there is nothing to stop you from saying that the ration will be at .1 is there. To what level should the sales forecast be as you say it racheted up? If you are so confident that AMAT is undervalued why then you don't supply supporting numbers? Where is the boon in fab building to surpass the order level from '96? There is still overcapacity if you don't believe it then maybe you should make a first bid for couple .18 "8 fabs that are on block without takers.

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