Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: 16yearcycle who wrote (32197)	8/20/1999 5:01:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Gene, All we have been seeing are good things for this sector. I am not quite sure what the analysts are looking at. Case in point are INTC and MU today; both up with INTC hitting a new all-time high. Orders slowed down this Q; yes, but did anyone really expect the kind of growth we witnessed to continue?(ie. 650M from last Oct to 1.4B recently) This is one of the great buying opps for one of the great all-time tech names IMHO. Last Q AMAT saw recor sales, income, orders, and cash and gave guidance for sequentially higher Q come Nov. Still scratching my head, Brian

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