Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Cary Salsberg who wrote (9618)	10/26/1997 1:20:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

What risk is there to waiting 1 month to hear from the worlds NUMBER 1 expert on the semi-equip business? The reward MIGHT be to avoid a 30-50% gap down opening the next morning! Cary, The markets hate uncertainty more than anything. I believe what we are now seeing is the market pricing in a Worst Case Scenario for AMAT. Even if JM forecasts a disappointing '98, I expect AMAT to rally, or at the very least, to rise somewhat as the MM's breath a collective sigh of relief that what was previously uncertainty asscoiated with poor visibility is now somewhat more "visible" after some guidance. I do not believe the panic associated with this recent selloff is warranted since a HK slowdown will be offset by Europe, US, etc, assuming the demand side of the equation remains the same. Regards, Brian

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