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


To: 16yearcycle who wrote (21577)7/11/1998 2:48:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Eugene/all. *** OT browser help ***

When I click on some posters name to send a private message, the
browser tool bar containing FILE EDIT VIEW etc. disappears.
So I can't paste any text into the private message. How can
I get the bar back? I use Communicator V4.x

GM
Gene, please leave some space for MY boat at your dock. :)



To: 16yearcycle who wrote (21577)7/11/1998 10:09:00 PM
From: Ling Chen  Respond to of 70976
 
I feel comfortable asking you to never post something this positive again until amat hits
15ish!!Then you can have at it. I have small pacific islands I NEED to buy. I could smell the
fragrance of gardenias when I woke up this morning....don't ruin my dream. I'll even let you dock
your damn ships on my island, and you can launch your next series of attacks from there.
>> Amat has typically sold at 1.6x book and about 1x revenue at the bottom. 14.4 seems like a good number.

I agree with you. AMAT revenue soon will be back to 1996 $800 million level, their stock should be back to that level too. Probably a little more, not like current price. It will go down to $20 level, possible hi teen level. This time situration is worse than 1996.
if Asia can not recover in a year, China and HongKong can not sustain their current currency level, they have to de-value their currency, then worst will come. Another thing is that I see PC upgrading cycle is slowing. I upgraded my PC last year, I got 166MMX. That's fast enough to browse intenet and use microsoft office. I don't think I need another upgrade in 2-3 years(even if there were 500MHZ P2 system sell at $500). Most of people use PC to browse internet and use MS office at home like me.