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

To: Ian@SI who wrote (17785)	3/17/1998 2:54:00 PM
From: Laker	Read Replies (1) \| Respond to of 70976

Golly, all he did was answer a guy's question about investment opportunities. Besides, he may be a bottom-fisher (no offense, aki), but there is some basis for his remarks. First, AMAT has been down to circa $27 twice in the last six months and a third-time support level is in that vicinity. Second, the sector is very weak both as to fundamentals and stock performance. We in the USA believe in free speech, eh, hoser. Just kidding.

To: Ian@SI who wrote (17785)	3/17/1998 3:07:00 PM
From: akidron	Read Replies (2) \| Respond to of 70976

dear god of this thread... and others... I will at all times in future recognize that your pedestrian and mediocre opinion must prevail even when faced with reason.... Oh, I am absolutly not trying to drive the stock down... the realities of the market are doing that on their own... Aki... right about cpq, right about amat, right about coms... what have u done for us lately

To: Ian@SI who wrote (17785)	3/17/1998 5:21:00 PM
From: MileHigh	Respond to of 70976

To all AMAT lovers, I have been a lurker for a longtime, I love this board.... I will leave my comments on the impending slowdown in the Tech sector. Some people want to see it some do not. I believe it is being validated as I type away. JBIL warns of slower sales next 2 qtrs and slow orders from "major customers", Brooks warns, CFMT warns, MTSN warns, BAY warns today, SLR warns in conference call, CPQ and INTC warn, MU blows up and give no guidance, etc...(sorry can not remember the rest, but there are more) I, too, did not want to believe, but I am a believer as of the last few weeks. When it will bottom? Who knows, but the news is not getting any better....Also, article on Japan sinking deeper into recession is not good....JMHO.....By the way....I am not short or long AMAT right now..... Regards, MileHigh

To: Ian@SI who wrote (17785)	3/17/1998 6:07:00 PM
From: Debt Free	Read Replies (2) \| Respond to of 70976

Ian, Regarding your comment To cry "Wolf" on the AMAT thread because MTSN warned is nothing short of ridiculous, IMHO. What you are failing to see or at least recognize that this is just one more indicator of the environment that we currently are in. To completely bury your head in the sand and rely only on the fact that AMAT is the leader in this industry as your single reason to buy this stock at this time seems a bit foolish to me. I, for one appreciate the comments from Aki, Teri, Dave, BB and the like as well as the comments from all of the bulls . It makes it a lot easier to weigh the relative risk and rewards of buying or not buying at this time. IMO Doug

To: Ian@SI who wrote (17785)	3/17/1998 10:05:00 PM
From: Kirce Stojanovski	Read Replies (2) \| Respond to of 70976

Where do we see AMAT stock going from here. When will this stock see 40 again? Any ideas from anyone?

To: Ian@SI who wrote (17785)	3/17/1998 11:22:00 PM
From: Jerome	Read Replies (2) \| Respond to of 70976

Ian, don't be down on jtech just because he predicted (25 times in the last l3 trading days) that AMAT was heading for the 20's . Redundancy may be the next big thing on SI. What is keeping AMAT up? Several things. l) As the DOW keeps moving higher a certain amount of the money flowing into the maket is going to go to the best tech stocks. AMAT qualifies very well. 2) I cannot prove it but I suspect that foreigners wanting to invest in the American Markets are now buying tech stocks on the cheap. After all how many Korean or Indonesian stocks would you care to invest in now? 3)Thanks to people like Jtech we are now at the pont of maximum pessimism and this is usually a good time to load up. Iexpect the we will see 39 as a close long before we see 29 as a close. 4) Suppose Jtech is right and AMAT heads to 29. How long do you think it will linger there? Two days or two hours or somewhere in between. A basic rule of tech investing is that you have to buy great companies when they are despised. Suppose as others have suggested that AMAT goes to l00 dollars per share in the next two years. It could make a majority of that move in the last six months of the two year period. But then again tech stocks have a history of doing U-turns at the most unpredictable times. My point is buy AMAT today at 33 or buy it later at 39+. I hate to admit it but Jtecks postings represent conventional wisdom of the moment. But it has been my experience that conventional wisdom will get you killed a lot more ofter than it will get you wealthy. Regards,.... Jerome