Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: jtechkid who wrote (18380)	4/1/1998 6:16:00 PM
From: Stacy J. Matter	Read Replies (1) of 70976

Jtech: I agree that Japan's economy is in shambles right now, but who is to say that Taiwan isn't taking advantage of Japan's fragile economy and making an attempt to become the semi leader. I'm sure Taiwan isn't waiting for Japan to get its act together(or SKorea either) I'm sure Japan's capital spending for semi equipement will be down in the short term, but they will have to spend sooner or later to keep up. AMAT very well could miss short term earnings estimates, but as you stated AMAT looks very good long term. Wall St is very aware of the short term problems that SEA is causing, and I am just as surprised as you that the AMATs and KLACs of the world can go up with what looks like bad news. It seems that the St. has dicounted short term problems and is looking out over the next 12-18 months. I'm sure that we will see some weakness in this sector before all is said and done, but I really think any weakness will be very short term in nature and would use that opportunity to add to my position(or cover if you are short) AMAT may warn, but IMHO that is already priced in the stock. We will soon find out. Good luck Stacy

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