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

To: Cary Salsberg who wrote (60918)2/23/2002 2:34:07 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
Excellent interview on the telecom sector:

Message 17103000

To: Cary Salsberg who wrote (60918)2/24/2002 7:51:57 AM
From: Lone Star  Respond to of 70976
Well, BMW's and Mercedes are quality cars, worth their luxury price tags, but that doesn't mean anyone will pay 250K for a 70,000 car just because thats where they are pricing them this week. No one disputes AMAT is a quality company, but business sucks right now, will continue to suck in a very weak upturn when it comes, and is overpriced.

To: Cary Salsberg who wrote (60918)2/24/2002 9:45:45 AM
From: orkrious  Read Replies (1) | Respond to of 70976
Quality always breaks down last to levels above the "bargains" reached by most, leads the upturn, and outperforms most others over time.

We aren't in a bull market anymore. This is a bear, and the worst one since the 1920's-1930's. Everything will become "undervalued." Right now AMAT isn't even "cheap" at half the price.

Time will tell.