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

To: Proud_Infidel who wrote (9092)10/21/1997 9:41:00 AM
From: Hong Xu  Respond to of 70976
 
Brian,

I agree with you. I think people also discount AMAT's growth because it is in a cyclical industry.



To: Proud_Infidel who wrote (9092)10/21/1997 2:19:00 PM
From: fedhead  Read Replies (3) | Respond to of 70976
 
Companies like Coke and Microsoft consistenly deliver 15 % in case
of Coke or 30 to 50 % in case of Microsoft. AMAT on the other hand
depends on the boom and bust cycles of the semiconductor industry which is why it trades at a lower multiple and will always do so.

Anindo



To: Proud_Infidel who wrote (9092)10/21/1997 4:31:00 PM
From: Paul V.  Respond to of 70976
 
Brian, Your views are the views which I expressed in October '96 the time I bought AMAT at 26.625. The brokers were saying then that the stock was over valued--then when it went up a few jumped on board and bought. IMO we should make a tape and replay it back to them when they call.

Paul V.


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