Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 269.55

+0.3%

3:59 PM EST

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To: Jacob Snyder who wrote (21746)	7/14/1998 11:39:00 AM
From: akidron	Read Replies (1) of 70976

Jacob.... I'm not.... in fact I would have been suprized to see the stock collapse, because the hope that is keeping the market up is that Japan is gonna fix itself in the next six months, and that dram has bottomed, and blahhhhhh.... I posted to buxx and teri yesterday that AMAT could even pop a bit when they make 19cents and beat projections by 1 cent... but the real story will be told when intc announces today that it will retain margins buy cutting capex, when AMAT takes a 250M charge against it's own mothballed plant... and when we see AMAT's cashfow hemmorraging.... we will see 20... and maybe 15 ----- 12's a stretch given asset inflation

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