Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Teri Skogerboe who wrote (21233)	7/9/1998 9:19:00 AM
From: akidron	Read Replies (1) of 70976

teri.... herb greenberg was on CNBC this morning predicting AMAT will preannounce next week at semicom-west, laughing at amats strength and lack of fortitude and frankness given the fact that Taiwain (30% of amats business) has put all orders on hold.... My view is as it was... Amat will preannounce this Q and make a loss next or use writeoffs to cover the same..... herb also mention 12 as being a number that was realistic for the stock from his discussions with other experts, given the realities facing the stock.... my view is as it has been or a couple of months.... 24 and below is where to re-enter the stock, with the bulk of bucks being held in reserve below 20. by the way I take herb with a pinch of salt, I bring him up because of the information with regards to taiwain------ Just one man's opinin on sport.

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