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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Diamond Jim who wrote (5315)	5/7/1998 9:43:00 AM
From: Kirk Winkler	Respond to of 10921

James, Sorry, no relation to Henry. Good guy, though! I do think AMAT is fully valued for current econ. conditions. They were trading below 15 (split adjusted) in mid- to late-'96 and have obviously recovered significantly from there. However, looking at AGAI, a company that has endured the same industry pains, no more, no less really, their price has never recovered from that level. I do expect them to continue being a successful company, it's only a matter of time. Or I expect them to be acquired, like SemiBull suggests. But they are a going concern, and they offer one of the few real values in semi-equip right now.