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


To: Barry Cartwright who wrote (23010)8/14/1998 11:43:00 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Barry, you said >>any time the industry fundamentals are
deteriorating as quickly as semi equip, with no end in sight, I get out!!! I am no expert but I would tend to think that we will be able to buy AMAT at a much lower price by early 1999.
<<

Right now only hope is holding up AMAT's price. Earnings projections
(admittedly flaky) cannot account for it.

Gottfried