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

To: VMan who wrote (28243)	2/16/1999 5:32:00 PM
From: Michael Ohlendorf	Read Replies (4) \| Respond to of 70976

Stock is way overvalued. If NAZ corrects AMAT will sink too no matter if the earnings improved slightly. AMAT's valuation is a joke. It has never been higher and the industry has shown only small signs of improvement. No one knows when they will be back to full speed again. The same with ASML. Making substantially less than in the years before and not far away from all time highs. This can not be sustained. Dell is the best example even though this stock is in full earnings swing it had to correct. AMAT is not even in a small earnings swing and still no correction - will not work in my eyes.