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

To: Proud_Infidel who wrote (2699)	8/29/2002 12:16:19 AM
From: robert b furman	Read Replies (2) \| Respond to of 25522

Hi Brian, Another way to look at it is "How much money have they made in between the two time periods? Does this not represent additional value? Oh sure equipment has been depreciated - but what of R&D expenses - does another company fast forward thru these obsticles of entry - I doubt it. These are trough times of bottoming action - they are frustrating by design. It is not important to know why - rather it is important to know that they are necessary. Then,at some magical point, recovery will be acceptable. The winner is the one with the most shares at the lowest price!!gg Bob