Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Proud_Infidel who wrote (14640)	1/13/1998 10:12:00 PM
From: davesd	Read Replies (2) of 70976

Brian...I think everyone has read enough of my posts!!! INTC came in with good numbers for the quarter....(they beat the low expectations) and they expect the next two quarters to be flat...not sure why if they expect 17% growth this year. Looks like INTC's cap spending is pretty much going to be flat this year compared to last year....not sure if that is good news for AMAT. When interest rates are moved up or down it takes several months for the effects to show up in the economy.....I think the asia stuff will start showing it's effects in a few months too. Maybe that's why INTC forecast flat quarters. With that said...I think we are in for a rally for awhile in tech stocks...so lets enjoy it. Maybe some thoughts should be given to hedging AMAT long positions as it starts to move up....just incase! dave

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