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

To: akidron who wrote (20402)	6/15/1998 1:35:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Hey, I would have said more but I knew you wouldn't get pissed off. I think we have to assume that the market thinks klac will get hurt more than the nvls or amat due to more se asia exposure and the competition from amat. But, klac at 25 is the equivalent of amat at about 20. This is just my opinion of course. No matter how low these go, they can always go lower, whether it makes sense or not. Right now, it still makes sense. I am begging these to drop to ~20, at that point we can stop quarelling over BS and admit that it is a good value and just wait. At some price, all the news is just noise because the company is flat being given away too cheaply. It wouldn't be a bad idea for us all to promise we will buy all we can at 20, and shut off our pc's. None of us have a crystal ball, but I guess if we just all sat back and gave our long term perspective, and went through the past q reports, we would run out of things to talk about real quick.