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Politics : Formerly About Applied Materials
AMAT 329.07-0.4%Feb 10 3:59 PM EST

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To: Kumar Nathan who wrote (4161)4/29/1997 8:20:00 PM
From: Teri Skogerboe   of 70976
 
Kumar,
This is a snip from the Motley Fool Evening News for tonite..........."TENCOR INSTRUMENTS (Nasdaq: TNCR) rose
$2 3/4 to $45 1/8 after announcing an $8 million order for yield
management systems from DRAM manufacturer Samsung. Merger partner KLA
INSTRUMENTS (Nasdaq: KLAC) also gained $2 7/8 to $45 38... APPLIED
MATERIALS (Nasdaq: AMAT) gained $2 7/8 to $53 3/4 after detailing some
of the benefits of its Opal and Orbat acquisitions in a Reuters
interview.."
Does anyone get Reuters, so we can see the full text of the interview?
Also, you stated that maybe I could give guidance about the Amat short-term situation. Really, I don't know anyone who can make GOOD short-term stock predictions, but perhaps Tito, Terry and Sam can add their speculations, since they really do have more experience with stocks than I do. I will say that like Tito has mentioned before, to me, AMAT is always undervalued! I don't intend to part with my Core holdings of AMAT. (From time to time I have and will continue to purchase some extra to trade with.)
I can't think of a better way to summarize the equipment sector (and especially AMAT) than what "Wally the Sandcrab" said on 26 Dec 96, ..."As to the stock prices over the next few months, who can say? ....me least of all. All day every day, I look for the best place to put my money, and in my life I have found less than one hand's fingers worth of ideas where the result is absolutely GD guaranteed. The equipment sector is one of these. I can wait."
Aren't you our Finance expert? If you get the time, would you gaze the financial reports of SVGI and give us your thoughts? TIA,
Teri
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