Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.41

+1.1%

Dec 19 9:30 AM EST

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To: Chicago who wrote (14513)	1/12/1998 6:51:00 PM
From: Big Bucks	Read Replies (2) of 70976

Chicago, Randomized comments, (I didn't take notes) Analyst said his firm projected 68c for the quarter and maybe down by 2c (earnings came 3c low at 65c) and wasn't concerned but was looking for guidance from MOT during tomorrows conference call. His company issued a buy on MOT a couple of months ago and estimated that MOT would have 11% growth in '98 and now it is anticipated to be 10%. Didn't think that his company would change their position/guidance unless the conference call changed their opinion of the stock. Said last year was a reshuffling year for MOT business. Certain sectors of MOT business were up like communications but semis were hurt by Asian exposure, however European business looked strong and looks good for '98. Anyone else can add what I may have missed, but this was the jist of the discussion. BB

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