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

To: Big Bucks who wrote (10995)	11/13/1997 11:03:00 PM
From: davesd	Read Replies (3) \| Respond to of 70976

Buck this last run up to 108 in AMAT was a false start...people were thinking that it was a start of a 3-4 year upcycle and they wanted to get in early so they push up the price to nose bleed elevations. Now they are starting to realize that it was a false start and they will be overly cautious before they make the same mistake again...so it may be tough to see 40's by feb.....1995 and early 1996 were exceptional growth year for AMAT thanks to poor forcasting by FABs....and I think the FABs again jumped the gun again this year.. So what if we are in for a couple of years of slow growth 10% or so....how much is the stock worth?? dave