Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+0.9%

Nov 28 12:59 PM EST

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To: Justa Werkenstiff who wrote (20331)	6/14/1998 12:14:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Justa, I must say that you are a voice of reason anongst a crowd of Cassandras. One could look to headlines and never buy AMAT for any number of reasons: tight labor markets causing wage inflation, Japan's current banking mess(and overall economic mess), riots in Indonesia, or many other reasons you could stay awake worrying at night. The point remains that IC's are intgral to life as we will know it going forward. There are many chip makers. To compete and stay in the game they need to spend $$. Are we to believe the IC is dead and eps will fall from $1.39 for FY97 to $1.38 for FY98 to $1.00 for FY99? If this is indeed the case, we're going to have one he**uva good 2000 since capex delayed now only means future revs packed into a shorter window, when all of the fabs finally upgrade. I would like to know what JD of MS thinks will be the total industry revs for '99. I know he now sees spending down for '98 20-22%, and with the eps downgrade for FY99 I assume he sees another overall down year for the sector next year. Brian

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