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

To: Proud_Infidel who wrote (22294)7/30/1998 6:20:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Brian, you didn't ask me >>I merely would like to see where each of you will invest if you cannot get into AMAT at your prices.[snip] what are others areas you see as more attractive?<<

I would say "oil service" stocks. Of course I would have
said that a couple of months ago when many of them where
twice the price. <G>

GM



To: Proud_Infidel who wrote (22294)7/30/1998 8:07:00 PM
From: Math Junkie  Read Replies (2) | Respond to of 70976
 
My name's not Teri, Jacob, or Aki, but just about any semi equip stock you could name is more attractively valued than AMAT, not only from the standpoint of P/E, P/S, etc., but also from the standpoint of percentage off their highs. And if you miss the start of the recovery, there will probably still be time to get into the smaller cap names, as they lagged the bigger ones in the last recovery.


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