Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.08

+2.2%

Feb 5 3:59 PM EST

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To: Gottfried who wrote (17076)	3/4/1998 11:55:00 PM
From: 16yearcycle	Read Replies (1) of 70976

G INTC is suffering a 25% e shortfall, from a possible 1.00 or so, to maybe 75 cents. INTC will likely appear to be making 3.00- 3.30 for the year, therefore, a price of 65 is very realistic. That is a large percentage pullback from here. The market exploded when INTC announced q4 e, after 2 days anyway. My feeling is that we should now see a 15%+ pullback in the nas between now and mid April. We will have bargains galore.I will start buying amat at 32, cpq at 25, emc at 32, nvls at 35, klac at 36, csco at 58, etc. I will save $ for amat in the 26-28 range, and nvls at 32.

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