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

To: Tito L. Nisperos Jr. who wrote (26388)	11/17/1998 6:29:00 PM
From: Joe Donato	Read Replies (2) \| Respond to of 70976

I am the same Joe Donato... Clearly, my timing was early then, but I was right - the stock had a great fall (to the 20's). Could be the same this time too - who knows where Wall Street will go? I could be right, I could be wrong. I think I said this before as well, AMAT is a great company, and in the long term there isn't another semi equip company that I'd rather own. But today, as it was a couple of years ago when I made the call in the 70-80 range, it seems that the stock's price is way ahead of itself.

To: Tito L. Nisperos Jr. who wrote (26388)	11/17/1998 6:34:00 PM
From: Flan	Read Replies (2) \| Respond to of 70976

The froth is back!!!! The fact that AMAT could report a 50+ drop in revenues year over year and 80+ drop in net income, an eye popping 8% erosion in margins and a drop in backlog in a quote "uncertain" business environment" and yet still be a buck or two from its 52 week high and people on this thread saying it is a buy and undervalued - Wow throw value investing out the window with this crowd. Sorry AMAT will probably go up tom but it is related to the insanity of this market not the stock.