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

To: H James Morris who wrote (19369)5/13/1998 11:16:00 AM
From: Brad Rogers  Read Replies (1) | Respond to of 70976
 
Yes, sometimes analysts do know more about the company and the company ceo; at minimum they are more objective.

the market is saying that amat is low-balling.



To: H James Morris who wrote (19369)5/13/1998 2:02:00 PM
From: David Aegis  Read Replies (2) | Respond to of 70976
 
CNBC asked Morgan about acquisitions. I don't recall a specific reply. Did Morgan duck the question?? CNBC's gist was that in previous downturns, AMAT had gone out and acquired a lot of companies on the cheap, but that in this downturn, no acquisitions have been made. Anyone get notes on this?

--David


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