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

To: Proud_Infidel who wrote (19532)5/17/1998 9:19:00 PM
From: shane forbes  Respond to of 70976
 
RE: The most recent BTB was .8; you must guess how much lower will we go?

Guess: 0.65 [after perhaps a teenie-weenie uptick in April.]

Shane (finding no fault with your l/t outlook for AMAT or for that matter virtually any semi-equips - this industry is golden, big time golden over the long haul)



To: Proud_Infidel who wrote (19532)5/17/1998 9:50:00 PM
From: Gottfried  Respond to of 70976
 
Brian, the kid didn't even mention AMAT. His scenario is entirely
consistent. That does not mean it will happen. Joe Sixpack may be
smarter than we think.

GM



To: Proud_Infidel who wrote (19532)5/18/1998 10:15:00 AM
From: Lone Star  Read Replies (2) | Respond to of 70976
 
Yeah, Brian, thats the thing. jtechkid spends a lot of time here with his doom and gloom, and believe me I see his and others point of view- there is a lot to be concerned about. But why here? AMAT is not at all over-valued relative to so many other candidates if you you are so inclined to puts or shorting. I mean, even within this sector AMAT is the last company i'd bet against.


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