Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Paul V. who wrote (14996)	1/23/1998 3:07:00 PM
From: Teri Skogerboe	Read Replies (1) of 70976

Paul, GM, All, Re: "AMAT: PAINE WEBBER has reiterated estimate for long term EPS growth of 25.00% per year on 01/20/98 AMAT: PAINE WEBBER has reiterated estimate for quarter ending 01/98 of $0.51 on 01/20/98 AMAT: SOUNDVIEW FINL made new estimate for fiscal year ending 10/99 of $2.21 on 01/16/98" So right now Soundview's estimate sits at $2.21 for FY 99. IMHO, alot of what will drive the stock is whether this number (and the '98 number) is headed north or south from here. We all know they can change these numbers in a flying flash. And in the past the analysts wait until it is painfully obvious to make changes. (And too darn late.) Point here is that $2.21 is subject to change without notice, and the fundamentals of the Chip industry will drive that change. JMO, Teri

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