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

To: David Rosenthal who wrote (26262)	11/14/1998 5:20:00 PM
From: Jean M. Gauthier	Read Replies (3) \| Respond to of 70976

Hi everyone, hope you will be gentle with me.. Here goes... Anyone know why this stock has been rallying lately ? I mean, fair valuation for this baby is in the late 20 $ or low 30's.. before everyone jumps on me , what do you guys think about the valuation for AMAT ? It is losing money .... a turnaround is further along than anyone can see, apart from Intel and other SPECIALIZED semui companies. INTC has announced cost cutting and equipment reutilisation on a large scale for 1999... for boosting their margins... Less sales for AMAT ? IDTI, Cyrix/NSM are hurting badly, and a flood of DRAM is coming on our shores.. Only Intel and AMD look pretty good right now. Even Mitel, a high quality TELEPHONE manufacturing semi company has been savaged lately. What do you guys think ? take care Jean