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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

3:59 PM EST

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To: Jacob Snyder who wrote (22319)	7/31/1998 12:47:00 PM
From: Jeffrey D	Read Replies (2) of 70976

Jacob:<<Right now, I don't see any of these things happening before early 1999>> Hmm, still reluctant to switch from prop to jet. It always interests me that when someone has a different outlook on a stock or industry sector than what someone else posted, that someone else demands "the facts and nothing but the facts" on which this different outlook is based. It's interesting because you are demanding facts for future events that no one can predict. Be assured if I could predict the future with 100% certainty I wouldn't be working my day job now. I do, however, understand AMAT's position in its sector. It is the biggest and the best managed. It provides a quality product that will still be in demand in the future no matter what shape any foreseeable advances in technology might take. It is able to weather business downturns better and take advantage of upturns better than its smaller competitors. In short, I feel it is the undisputed leader in a growth industry and will continue to be for many years to come. In addition, unlike some on this thread, I do not find Capt. Morgan to be prone to over optimism and I have noticed a positive change in his future outlook. So have others. He understands his industry infinitely better than I do and if you believe in the future of AMAT {I presume that is why the majority of us are on this thread} then you have to take what he says very seriously. You predict fundamentals for this sector could change as soon as early 1999. I hope you are 100% correct {By the way,if you are a Bob Brinker fan he agrees with you}. If you are right, that would be the exact reason for the market to be buying AMAT now. "Momentum" has nothing to do with it. Jacob, there is still a seat left in first class for you. Jeff

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