Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 325.86

-1.4%

9:56 AM EST

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To: Sam Citron who wrote (4241)	5/3/1997 6:58:00 PM
From: Terry D	of 70976

Hey Sam - Couple thoughts - 1. The budget agreement - the economy is in a zone, Goldilocks - whatever. It is a perpetual decent growth/negligible inflation machine. If not unprecedented (I like Ike!) it is rare. So the Congress extrapolates current conditions out for 5 years. Hmmmmmm. Did you see some of the expectations - for frequency sales, etc.? Not Goldilocks - rather through the looking glass. 2. Selling AMAT. I really think Teri is right. But as someone else on this thread noted - it is hard to hold your winners when they double in 10 months. Very hard. Need the perserverance of Odysseus. 3. And why 100? Six months ago, when AMAT was locked in a 25-30 range, a similar dart toss would have been in the 50 area. Not to mention friction from commissions, taxes and ulcers. 3. Will the fabless producers push the upgrade cycle faster than foundry owners? Back to the pile (H&Q conference notes - ugh) td

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