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Politics : Formerly About Applied Materials
AMAT 322.32-5.6%Jan 30 9:30 AM EST

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To: Paul V. who wrote (25667)10/23/1998 12:17:00 PM
From: David Rosenthal  Read Replies (2) of 70976
 
Paul,

Don't you think that the fundamentals of today's announcement and the earnings release are going to apply hard brakes to AMAT's rally? I have a hard time seeing how your technical analysis (a pull back to only $32) can stand in the face of what will be a real lousy earnings report.

Just curious how you integrate the two.

Dave
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