Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 265.39

+4.2%

Dec 2 3:59 PM EST

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To: Katherine Derbyshire who wrote (22005)	7/21/1998 4:37:00 PM
From: Quant	Read Replies (4) of 70976

IMHO Semicon West was a forum for industry to "guide down" earnings expectations (please reread my 7/17 post). The bar has been lowered to meet or exceed estimates in the next several quarters. Regardless of whether the semi recovery is in 1H '99 or 2H '99, CAPEX spending historically has accelerated six months in front of such a recovery my the chipmakers. I continue to expect an uptrend in AMAT. AMAT and SOX Index are poised for relative outperformance in forward weeks. If there is a surprise, it could be a significant breakout to the upside. I appreciate your position, but I think it's time to flip the album.

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