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Politics : Formerly About Applied Materials
AMAT 230.92+3.1%3:59 PM EST

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To: Teri Skogerboe who wrote (21077)7/3/1998 3:04:00 PM
From: Doug  Read Replies (2) of 70976
 
Teri: Your analysis makes good sense. This month, the effects of the ASEAN crisis will be plainly visible because of the deteriorating earnings. That is likely to take AMAT down to the low teens.

By Oct , the effects of ASIA will have been played out and a rebound of prices should start. I think it will be prudent to wait out till after another market decline.
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