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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (1661)	7/21/2002 1:07:18 AM
From: Paul V.	Read Replies (1) \| Respond to of 25522

Gottfried,In comparing AMAT Orders, shipments and BTB # fwith previous year upcycles, AMAT's price is under priced at present. IMO, either the analyst are trying to drive the stock down so they can get on the train when it leaves the station or they are looking at the glass have full with a greater downside. I can not understand their logic, can you based on the data we have. The DW data, and IBD subsectors have the semii and other techs at the bottom of the barrel. Did you note that in Friday's report that technology and bonds were referenced? Jusst my opinions. Paul Paul