Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

Jan 14 3:59 PM EST

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To: The Vinman who wrote (18876)	4/18/1998 5:27:00 PM
From: Joe Sabatini	Read Replies (1) of 70976

What the heck is the market going to do over the next few months? We know that earnings are going to be pretty poor overall. If investors continue to push up valuations in the hopes that earnings will be great in the 3rd and 4th quarters, we could be setting up for some major downside in the second half of the year. This would be especially true is inflation begins to show itself. Companies are very reluctant to raise prices. In fact the trend is to lower prices because competition is so fierce. There is only so much pie to go around, and the pie isn't growing as fast as some may think. In addition, in my opinion, productivity gains will not be able to offset problems with demand and currency issues. The current interest rate environment is like an oasis in the desert. How's that for an analogy? Opinions / responses welcome. Joe S.

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