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


To: John E. Rylander who wrote (9442)10/24/1997 1:22:00 PM
From: Tito L. Nisperos Jr.  Read Replies (3) | Respond to of 70976
 
From 40 1/4 to 33 3/8---the stock is staging a comeback!...



To: John E. Rylander who wrote (9442)10/24/1997 2:43:00 PM
From: Brendan W  Read Replies (1) | Respond to of 70976
 
How about it's simply that AMAT is trading at 24X 10/97 earnings, and earnings visibility into next year just evaporated?

You wrote:
But maybe I'm missing something, and some not-widely-known info will reveal that AMAT is truly in serious strategic trouble, with medium and long term profits in some doubt?