Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Skeeter Bug who wrote (27692)	1/13/1999 9:27:00 AM
From: TechTrader42	Read Replies (1) \| Respond to of 70976

Trading at 49 1/2 before the open now. Not good. Brooke

To: Skeeter Bug who wrote (27692)	1/13/1999 11:51:00 AM
From: Jeffrey D	Read Replies (2) \| Respond to of 70976

Skeets:<<overvaluation doesn't help, either. gravity gets stronger and stronger the higher these stocks go w/o a corresponding fundamental change to support them. of course, nobody talks fundamentals anymore... >> Skeeter, in regards to AMAT and no fundamental changes to support the stock price, please clarify how you have come to that conclusion. Let's start with one fundamental change... break even for AMAT is now down to 600M per quarter. Last quarter they had bookings of some 685M and that was in a very tough market. It is expected they will beat that number this quarter. Experts in the industry {not analysts} see further growth in the years to come. Seems a lot of positive fundamental changes are going on out there but you, apparently, do not agree. Why? Jeff