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

To: Ian@SI who wrote (40231)11/30/2000 11:48:54 PM
From: trilobyte  Read Replies (1) | Respond to of 70976
 
I agree with your assessment.

Anyway, pushout or no pushout, the stock prices are
likely to be very close to the bottom. Look at CMOS for
example: been bottoming in the 17-20$ range for about a
month now even though they announced lower bookings next
Q.

AMAT, NVLS are great growth companies trading at very
low pe's and not unreasonably high ps's.

I've held AMAT since 1995 and don't plan on selling
anytime soon, whatever the doomsayers here say!



To: Ian@SI who wrote (40231)12/1/2000 10:36:49 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Ian, thanks for the NVLS pushout clarification. I'm still learning to determine when bad news is good news and vice versa. :)

Gottfried



To: Ian@SI who wrote (40231)12/1/2000 11:29:04 AM
From: michael97123  Read Replies (1) | Respond to of 70976
 
So why is nvls up and amat down? Is there anything from amat that confirms or denies the credit suisse eps revisions? The more I watch this all unfold the more stupid and inadequate I feel. HELP


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