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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: excardog who wrote (301)2/25/2001 5:24:43 PM
From: Gottfried  Respond to of 23153
 
excardog, AMAT is in a range and some AMAT thread regulars play it. Fundamentals should worsen a few more months - but everyone knows that. So it may be that institutions got in way early and are propping the stock up. I have no idea when the real turnaround will come, but it's much closer to the bottom than the next cycle top [maybe $90-100]

It's been weeks since I saw any positive story in the paper.

Gottfried



To: excardog who wrote (301)2/25/2001 5:43:55 PM
From: jim_p  Read Replies (1) | Respond to of 23153
 
excardog,

I'm beginning to see the glass half empty also. Even thinking about lightening up a little in the next rally. With everyone turning negative, maybe we really do have an interim bottom?

Just finished reading the INKT annual report. It looks better than I thought it would.

Are there any INKT fans out there who like the stock at the 12.50 price with a 34.72 forward PE?

Thanks,

Jim