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

To: Jacob Snyder who wrote (11317)	11/18/1997 1:30:00 AM
From: Steve Byers	Read Replies (1) \| Respond to of 70976

i heard something today about the Japanese postal service increasing its ownership of japanese stocks.... could well be why Nikkei was up so strong today/yesterday... much of Japanese retirement money is invested through their postal service... it is effectively a financial intermediary of HUGE proportions with substantial potential impact on rates and sentiment there....

To: Jacob Snyder who wrote (11317)	11/18/1997 9:00:00 AM
From: Chi-X	Read Replies (2) \| Respond to of 70976

It is interesting how estimates were bumped up on AMAT since 90 days ago with all this Asian turmoil. I hope the analysts knew what they were doing: AMAT FIRST CALL Q Oct Q Jan Y Oct Y Jan Current Mean 0.46 0.49 1.36 2.13 7-days ago Mean 0.46 0.25 1.36 2.14 30-days ago Mean 0.46 0.49 1.36 2.15 60-days ago Mean 0.46 0.48 1.36 2.15 90-days ago Mean 0.39 0.41 1.25 1.85 Cheers, Chi-X hath Spoken! "Ya gotta be an iceman at the bottom" - J. Cramer 1997