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Politics : Formerly About Applied Materials
AMAT 333.69-0.9%10:24 AM EST
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To: Proud_Infidel who wrote (22596)8/6/1998 5:55:00 PM
From: Gottfried  Read Replies (1) of 70976
 
Brian, from reading your posts I understood you to think the Lehman
peak earnings estimate too optimistic. You then reduced it.
If I had a peak estimate I'd post it. If I didn't think this was a
valid approach I'd say so.

I dimly remember this kind of estimate was all the rage here
a year ago.

BTW, WSJ said today this tech rally was caused by traders
hopping into undervalued sectors. They could easily hop out
again, but at least it's a beginning. I'm primarily thinking
of the DD makers and even oil service here.

Gottfried
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