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Politics : Formerly About Applied Materials

AMAT 226.05

+1.2%

3:59 PM EST

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To: Howard Bennett who wrote (28257)	2/16/1999 5:56:00 PM
From: orkrious	Read Replies (2) of 70976

Howard, re Oh I get it. Money Magazine is wrong and you with your crystal ball can say unequivocably without fear of contradiction that AMAT's EPS growth with be greater than 30% in the year 2000. I can't speak for Brian, but given the strength of orders, the newly announced "pull-in" of 300mm fabs, and the upgrading of existing fabs for finer geometries, the fiscal '00 EPS for AMAT are likely to be revised significantly upward over the coming months. Consequently, AMAT only sells for 30x current Y2K earnings estimates. The 30x is likely will be lower as the estimates are raised in coming months. Jay

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