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Politics : Formerly About Applied Materials
AMAT 248.42-4.0%Dec 17 3:59 PM EST

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To: Teri Skogerboe who wrote (18722)4/10/1998 4:35:00 PM
From: Joe Sabatini  Read Replies (2) of 70976
 
No problem. Pretty quiet here today.

So what do you guys think about the estimates? More importantly, do you think that Applied will experience a little bit of a runup prior to earnings the way it did last April/May? Of course, there are many factors that will mitigate this, one of the most important being the earnings of other companies that report many weeks before Applied (i.e. the biggie...Intel).

And if they warn, oh well, here come the 20's.

Joe S.
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