Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.66

+1.2%

3:59 PM EST

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To: Duker who wrote (30374)	5/20/1999 12:28:00 AM
From: Skeeter Bug	Read Replies (1) of 70976

>>I can only firmly say this: AMAT is an incredible company (financial strength, critical mass, marketing skill, improving operating prowess ...) in a business that should grow very well over the next several years. << i totally agree. the issues i raise are the growth rate (even if amat grow very well ther appears to be a very large speed bump on the horizon, imho) and the fat, fat valuation (not a trivial matter).

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