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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: mister topes who wrote (5118)5/13/1999 9:15:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
Don: Re: "Does Wall Street already have this kind of news discounted at recent prices? Now there is a very good question indeed."

Yes to a certain extent it is priced into the report. But what I do not think is priced in is good guidance going forward and the strength of the recovery. I also do not think that a good GM in the report might be overlooked at the moment. If we get that, I think we will see AMAT at least at $68 sometime next week. A nice BTB would give some juice along with options expiration.
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