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Politics : Formerly About Applied Materials
AMAT 304.08+2.2%Feb 5 3:59 PM EST

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To: EACarl who wrote (4724)5/21/1997 2:08:00 PM
From: Cary Salsberg   of 70976
 
Eric,

I think that subscribers get more up to date estimates. The numbers you referred to have been there a while and estimate revisions have occurred since the latest earnings report.

It is uncertain if $10 will be the peak of the cycle when management is talking $10-15B ($9-14 EPS) "early next century" and this might not be the peak.

Cary
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