TNCR, the MOST Undervalued Semi-Equipment Stock Message Board

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Technology Stocks : TNCR, the MOST Undervalued Semi-Equipment Stock

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To: mike cobble who wrote (151)	5/6/1996 6:14:00 PM
From: edwin mok	of 362

About AMAT, not TNCR About AMAT, accourding to my calculations, the average growth rate from last quarter to this quarter for 10 semi-equip company is 7.55%. So if you assume AMAT have the same growth rate as the industry's average, it should be just in line of expectation, i.e. $1.00 per share. So, given AMAT growth a bit faster than the industry, it will probably beat expectation by maybe $.01 to $.03. I expect AMAT to break from this downward thread and move above 40 by Wed or Thur. Maybe hit 45 at earings if the results is good. -Edwin

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