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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (33256)	11/18/1999 9:44:00 AM
From: tombet	Read Replies (1) \| Respond to of 70976

Alot of nice comments from the CNBC anchors. Mark Haynes always talks good about AMAT, and Kathleen Hayes said "What a great company". JM looked good, I felt a positive interview. Although the NASDAQ reporter said ABN lowered target price to $100, it was actually raised to $125.

To: Proud_Infidel who wrote (33256)	11/18/1999 9:51:00 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

OK, $4.50 in '01, $5.60 in '02; does the upcycle last through '02 or '04? If '04, then peak earnings for the cycle could be $8.00. Historically, the max PE at the top was 20 (Brian think/hopes/prays more so lets say 30). Peak price will be 20 to 30 times $5.60 to $8.00. $112 to $168 or $160 to $240. I will certainly take money off the table if/when the current 12 month targets of ~$160 is reached; the question is, do I take ALL the money off? Thanks