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

To: roly who wrote (11020)	11/14/1997 1:01:00 AM
From: davesd	Respond to of 70976

Roly, you may think it was luck...but the signs were and are all over the place....alot of people just choose to ignore them and just focused on the upgrade, 300mm, etc bullish stories. Just like MU at $60 and now GTW...the signs are out there that GTW is in trouble...but the bulls are ignoring them. I think there is going to be alot of caution in the conf call next thursday....that will bring into question the earnings estimates for 1998. I would not be surprised if you start hearing of reduced hiring as we move into 1998...the numbers and the conf call will say it all next thursday...I would like to see a run up just like everyone else on this thread cause I am long the stock, but I have hedged myself just incase I am right.....If the the conf call dosen't enstill confidence, AMAT could take a ride down to Buck's predictions and then some. Tito presents the strategy to make big $$$$ if the stock goes up....I recommend that people who are very long the stock hedge a portion of their positions just for insurance....just incase the Bears are right. If the news is good then the few $$ spent on insurance will be peanuts...good luck. dave