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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST
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To: SMALL FRY who wrote (14775)1/17/1998 9:56:00 PM
From: Proud_Infidel  Read Replies (2) of 70976
 
SF,

I tend to lean toward your target.....once sentiment turns + and people realize the world is not ending, a stampede could occur to this sector again since IMHO many of the stocks in the equipment sector have been overly brutalized in a BIG way.....If AMAT mgt reiterates its prior eps guidance of $2.08+, then a fair value for this stock is no less than $40.....At this point, everything is in the CC.....<fingers crossed>

Regards,

Brian
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