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Politics : Formerly About Applied Materials
AMAT 259.21-4.0%Dec 12 9:30 AM EST

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To: The Vinman who wrote (18927)4/21/1998 9:41:00 PM
From: JR Robinson  Read Replies (1) of 70976
 
Will amat buck the trend and hit 40 this time?
It would be nice, then maybe I think I will bail. You could almost be certain that amat will beat earnings again but as in the past, it probably won't help the stock much.

I don't think the asian crisis is getting any worse and as for japan, they are simply retooling there factories in asia to produce for the us and europe. (last issue of business week) That includes a new semiconductor plant in thailand by NEC. The spending cotinues.

I go out on a limb and say that amat will beat earnings and reach 45 by mid may.

jr
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