Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.79

+4.6%

3:59 PM EST

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To: Proud_Infidel who wrote (10203)	11/1/1997 2:46:00 PM
From: davesd	Read Replies (1) of 70976

Brian, throw in Carl Johnson's comments from the same article, and no doubt, it's a very bullish article. This article and the AEA conf next week ought to push the stocks higher next week...unless some cautious stuff is said at the conf. This Hutcheson guy sounds very bullish and addresses the Taiwan issue, but alot of things that I am concerned about are not mentioned. Also, I'm not sure where he gets his numbers....all the other estimates for chip growth from the usual suspects such as Dataquest, SIA, etc expect chip sales to increase in the 15% range....this guy is shooting for 22%!!! what did the others miss in their already optomistic numbers that this guy knows about, plus he's off on this 1997 estimates also...most others say a 5.5% increase not 9.3%....what has been his track record in the past?? Very bullish article indeed, it may be a good time to jump in for a short term gain as the bulls rally and party at the AEA next week. dave

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