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

To: Rational who wrote (12771)	12/8/1997 2:58:00 PM
From: gambler2	Read Replies (1) \| Respond to of 70976

What news is being referred to over here??

To: Rational who wrote (12771)	12/8/1997 3:39:00 PM
From: Kumar Nathan	Read Replies (1) \| Respond to of 70976

Sankar: Mike O'Brien was my ex-collegue at AMAT. He is a very good guy. He made some gutsy call as AMAT BUY when it was $62 Pre-Split. That is after Sollys Downgrade. Recently he expressed concerns about SEA and opined that all Equipments are under pressure. His estimate revision is clearly in violation of Jerry Taylors indications that they are comfortable at EPS of $2.15. Though I admired Mikes good call when AMAT was at $62, Now this time I am in violent disagreement with him, Correlating with my research he ought to be revising the EPS close to 20% higher rather than lower. In my opinion this revision is just to save some clients on Dec 35 calls. Regards Kumar