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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

3:59 PM EST

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To: Math Junkie who wrote (28735)	3/2/1999 7:33:00 PM
From: Michael Bakunin	Read Replies (1) of 70976

Sure -- but 1999 is being sold as the big "PC recovery" year, after a slow-or-no revenue growth 1998. IMO, current valuations for everything from the boxmakers to the semis to the semi-eqipments are based on a rebound, not just a return to the previous status quo. The AMAT numbers, for example, are not pretty: -1%, '97-8, -2%, '96-7, not to mention the January (FY99) report. I think the markets are expecting some 40-80% revenue growth numbers out of AMAT, like '94-6; I don't see how those will come unless PCs/etc rebound first.

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