Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 229.60

+1.6%

10:35 AM EST

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To: Proud_Infidel who wrote (28284)	2/16/1999 8:32:00 PM
From: John Sikora	Read Replies (2) of 70976

BK, Very positive CC...muted exuberance if you will...JM sounded upbeat for the first time in a few quarters...financially solid as a rock...just under 2 bil cash...1 bil + backlog...1 bil in revs next q and .22-.25 IMO will be upped before next report...Also Q4 restructuring benefits not yet realized... to be realized next q...I'm not sure what it will do tomorrow but in the next couple years this stock should provide awesome returns even from these levels. john

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