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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: Gottfried who wrote (4400)5/12/1997 5:02:00 PM
From: Proud_Infidel   of 70976
 
We don't know how good earnings will be. If they are much better
than estimates, then we could see no dip.


IMO, earnings are really irrelevant. What the "street" will be doing is listening to the conference call. We are at the bottom of a cycle. Earnings, even if they beat estimates, will not be great by AMATs histtorical standards. The key is what does the future hold? Are we at the bottom of a V or a U? These are the keys to AMATs price in the coming weeks and months. My .02

Brian K
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