Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Dr. Bob who wrote (26561)	11/20/1998 10:02:00 AM
From: Ian@SI	Read Replies (1) of 70976

Bob, We all make a call based upon the information that we have. After investing another 4.5 hours during the past 3 days, I'm significantly more optimistic than I was at the end of last week. (4.5 hours were to listen to AMAT, ETEC and PRIA earnings conference calls). The PRIA call offers some insights which I believe are truly significant. We'll know whose call was right by the middle of 99 in terms of actual orders and billings. If Mitch Tyson is right, we're going to see it in the stock prices long before then. Those of us who have been hoping for a major pull back, are probably going to be very disappointed as we wait for something that I now believe is less likely to happen. FWIW, Ian.

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