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

To: Lone Star who wrote (9504)	10/24/1997 5:35:00 PM
From: miklosh	Read Replies (1) \| Respond to of 70976

To All: CNBC 5:25 Scott Black of Delphi Management just stated that in his opinion Amat could bounce back to "$55-60". He said that the current p/e is too low . He also praised LSI and COHU. Clearly there is opportunity here for those who are patient. Shorts could be correct for the short term, but out +1yr I think not.