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

To: Kirk © who wrote (13153)	12/13/1997 1:35:00 AM
From: Ed Stern	Read Replies (1) \| Respond to of 70976

I really love it when high quality stocks go on sale. ORCL, AMAT, and CPQ to name a few. My question as I don't follow AMAT too closely - is this a good time to buy or hasn't the street slaughtered this stock enough ? It seems to me that from a high of $54 to $26-27, this is a bargain - Asia problems or not. If my division is right, even at $2 a share, it's 13X 1998 earnings - and growing at 40%.... seems like a deal that's hard to refuse. Or am I missing something ? Thanks for yur input. Good investing to all !