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

To: Platter who wrote (12276)11/28/1997 11:40:00 AM
From: Rational  Read Replies (1) | Respond to of 70976
 
Bry,

The Wall Street is putting money in all stocks that are leaders in their respective fields because the leaders beat the smaller players in a highly competitive global environment. The so called Asian flue is over for these companies. Asian flue will continue to afflict the other players. Look at Boeing, Dell, IBM, CPQ, etc. I had stated so in a post here last night. The so-called flight to safety is aimed at investing in companies that will stay ahead of competition. The Wall Street's thinking is right IMHO.

Sankar



To: Platter who wrote (12276)11/28/1997 12:35:00 PM
From: Proud_Infidel  Respond to of 70976
 
As was mentioned before, AMAT already has a buyback plan in place. I am assuming your source means that AMAT is going to increase their purchase of shares because of the depressed levels showing WS they have confidence in their shares. Do you know to what extent they are expected to increase purchases?

BK


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