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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (4570)	4/18/1999 2:53:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 15132

Justa, Re:AMAT has done some damage not doubt but it is more than fully reflected in the SFAM share price. I have talked to analysts about this company and they give me the standard line that AMAT is winning blah, blah, blah. Maybe for now but so what You could have made the exact comparison between COMS and CSCO two years ago. CSCO was priced at a premium and still beat estimates while COMS has suffered ever since the USRX acquisition. CSCO has increased 4-fold(??) since then while COMS has hit a new 2 year low recently. Installed base means very little if AMAT wants to aggressively pursue this market. The battle does not necessarily go to the strong nor the race to the swift, but that is the way to bet. Brian