Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

3:59 PM EST

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To: Teri Skogerboe who wrote (22323)	7/31/1998 10:51:00 AM
From: Gottfried	Read Replies (1) of 70976

Teri, [edited] you said >people love the Nifty-Fifty. This is a narrow market.<< Amen to that! Here's what I think is the thought process: "The market [meaning the indexes] is too high, so I must switch my $$$ into 'safe haven' stocks". Those stocks are part of an index, so "now the market is even higher." There's no disputing that actual fundamentals have not improved. Remember how a year ago many predicted $4 earnings in 1998? It will be interesting to see how close AMAT comes to Soundview's $0.98 for 1999. Maybe one of us should start saving estimates to chart monthly. Yahoo does some historic comparison, but only for the last 90 days... biz.yahoo.com look for "consensus EPS trend". Gottfried Mark Oliver reports from the San Jose SR show that MS plans bundling a speech recognition program with Office by fall. I think that's good news, as it will boost demand for storage and other stuff. exchange2000.com

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