Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Proud_Infidel who wrote (18138)	3/24/1998 4:44:00 PM
From: jtechkid	Read Replies (1) of 70976

coms -bad numbers? their is a conference call with the cfo of microsoft at 5.15? anybody hear anything. regarding the 1.53 in my opinion no way they come close to that number. i know have further lowered my numbers for this year because asia is pushing out orders like crazy. first 52 cents,second 37cents,third 12 cents fourth 15 cents.-1.16 for the year. which is not that bad compared with all the rest of the semi's. if amat can do over 1 doller this year i think the stock will bottom at 25-28. which really is not that bearish. if wall street really thinks they do 1.50 this year then its in trouble. still short- looking for 26-28 on my short. coms awful numbers .again, i've been in this for 10 years in technology stocks and this is the worst set of numbers in compared to valuations i have ever seen. although, it doesn't really mean that stocks get hit soon. only time will tell

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