Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: Taby who wrote (4470)	5/13/1997 9:01:00 PM
From: Proud_Infidel	of 70976

Re: in effect there was no positive surprise, just what was expected, therefore, I would not be surprised if AMAT trades lower or flat tomarrow I personally do not think that such things as the following were priced into the stock: -An upward revision in FY 97 EPS to $2.46 from $2.17(This in turn will spark upward revisions down the line!) -New guidance of almost $15 B by next century -Improving margins in the coming two quarters of 1/2% each quarter Call me crazy, but I honestly do not believe the market is that smart. We'll see tomorrow. Regards Brian

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