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

To: akidron who wrote (18555)4/5/1998 1:10:00 AM
From: Richard Richardson  Read Replies (1) | Respond to of 70976
 
Question for Anyone: If one TRULY has at least a five to ten-year time frame for AMAT, isn't all this short-term turmoil good? This crisis would seemingly shake out weaker competitors and increase market share for AMAT resulting in an even higher valuation when recovery occurs.



To: akidron who wrote (18555)4/5/1998 4:20:00 AM
From: Clarksterh  Respond to of 70976
 
Aki - As usual I was pretty blunt in my post. Thanks for not taking it personally, especially given that I think your reasoning for being bearish is pretty good. I just happen to disagree to a small degree, and with a few caveats. I also realize that I stink at short term (1 to 3 month) predictions, so I am a complete agnostic in regards to your short term predictions.

Clark


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