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Politics : Formerly About Applied Materials
AMAT 235.04+4.4%3:21 PM EST

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To: Big Bucks who wrote (15226)2/1/1998 12:26:00 PM
From: dave luken  Read Replies (1) of 70976
 
To all amat followers, I have been trying to decide whether to buy amat at the current levels or wait for the first quarter earnings release in mid feb. before i buy. What bothers me right now is the first quarter (nov-jan) has been the worst time in the pacific rim for those countries stock markets and currency valuatations. Looking at amat sales for fiscal 97 the pacific rim accounted for 48.4% of all sales. It seems to me that this quarter could be trouble for amat and that i may be able to buy the stock after earnings release in the mid to high 20's?. I am no expert in the least bit when it comes to tech stocks, so if I am missing something here, i would appreciate someone filling me in. Thanks.(taken from sec filing).http://www.sec.gov/Archives/edgar/data/6951/0000891618-98-000207.txt
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