Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 324.35

+1.6%

1:05 PM EST

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To: Fred Levine who wrote (35228)	5/14/2000 12:37:00 PM
From: Fred Levine	Read Replies (2) of 70976

I just read the Merrill report on AMAT, and it wasn't as good as my expectations. ML was disappointed in earnings, and expected $.58. They still gave both a LT and ST "buy" recommendation, but thought that share price would just go back to their highs, and that it would be determined by earnings. IMO, they have not factored in new explosive growth in chips in digital cameras, voice communication, and DTV. I'm still holding and feeling good about it. fred PS--If I knew how to copy Acrobat, I would.

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