Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 269.55

+0.3%

Dec 4 3:59 PM EST

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To: Proud_Infidel who wrote (19744)	5/29/1998 1:17:00 AM
From: Gottfried	Read Replies (1) of 70976

Brian and all, "Bear Hunt: Semi Stocks Outlook Goes from Bad to Worse" [snip] "The only reason to own the cap equipment players now is because of their attractive valuation levels." O'Brien suggests that it might be a good time to start building positions in some of the bigger names in the semi sector. AMAT and Novellus Systems (NVLS:Nasdaq) are attractive because there is minimal downside at this point, he says, adding that once this sector turns it is going to turn aggressively with some of the bigger names leading. O'Brien has short-term holds and long-term buys on both stocks. (His firm didn't participate in any of AMAT or Novellus' public offerings.)[snip] subscribers thestreet.com And some new estimates... ESTIMATE REVISIONS: AMAT: COWEN & CO. decreased estimate for quarter ending 01/99 from $0.39 to $0.27 on 05/27/98 AMAT: COWEN & CO. decreased estimate for quarter ending 04/99 from $0.45 to $0.36 on 05/27/98 AMAT: COWEN & CO. decreased estimate for quarter ending 07/98 from $0.36 to $0.22 on 05/27/98 AMAT: COWEN & CO. decreased estimate for quarter ending 10/98 from $0.35 to $0.25 on 05/27/98 GM

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