Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 150.32

+5.4%

Nov 24 3:59 PM EST

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To: Cary Salsberg who wrote (3881)	12/17/1997 4:43:00 PM
From: Proud_Infidel	Read Replies (1) of 10921

ReI have suggested buy levels of 25, 20, and 15 for AMAT. Cary, Why do you think we are headed to these levels? At 15, it's only $8 (pre-split) from its 96 low and we are 1 year closer to the 300mm upgrade. In addition, eps has been revised significantly upward since then. For next year, most of the houses have eps for AMAT pegged in the range of $1.99-$2.08. This is only about a 4-8% decrease from the expectations in July. What has changed so dramatically that you believe we are headed, if not to then near, the 1996 lows? TIA Regards, Brian

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