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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Mitchell R. White who wrote (34898)	4/22/2000 3:34:00 PM
From: Mephisto	Read Replies (2) \| Respond to of 70976

[ Breadth in the market is hurting, though, and I always think that's a worrisome indication. We may not have reached the real bottom, just a local breather. I'm sure there is more volatility to come, especially in our industry, as I posted about some weeks ago.. Mitch, I worry. I think investors may realize that it is not a good thing to pay high P/E multiples for .com companies that don't have any earnings. And, in general, they may begin to consider P/E more seriously. The "wealth effect" in our real estate market is not a figment of many imaginations, according to a neighbor. This week she told me a real estate agent said many buyers pay cash, and houses sell for thousands of dollars above the asking price. Recently AMAT bought a new company called Etec (I think). How will that company impact AMAT's earnings? Cheers, Mephisto