Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.08

+2.2%

3:59 PM EST

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To: Gregory who wrote (4299)	5/7/1997 10:41:00 AM
From: Teri Skogerboe	of 70976

Gregory.....First Call is by subscription...is also available on AOL.......i am not positive about this, but it seems like zy ate my lunch awhile back for being bullish on Amat....and in the last few mos all he seems to post on this board is the First Call estimate....i'm not exactly sure what that means (course he may tell us)...... Disclosure: AMAT is my favorite stock (so i am biased), but I think we should be able to Buy more or Buy initially at 58ish....which may or may not be worth waiting for.....I think you are a little late to the party, but also that AMAT has a long way to go in the Northerly direction....the deal on these stocks is that the market is always very much FORWARD LOOKING -- like 6 - 9 mos down the road....at that time this industry should be going and blowing....for your information Cary and Tito have probably followed this stock longer than the rest of us (like 20 or more yrs)...so their opinions might be of real significance...... Lastly, the bottom on Amat was ABOUT 22......we appear to be making new tops...so who knows exactly where the top is....Cary has a preliminary target of ABOUT 149, subject to upward revisions if they provide evidence they can grow at the 32% rate mentioned.... Regards, Teri

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