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

To: Henry Eichorszt who wrote (13110)	12/12/1997 9:23:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Henry, you possibly made my day! Thanks for the news. GM <eom>

To: Henry Eichorszt who wrote (13110)	12/12/1997 9:25:00 AM
From: purecntry5	Respond to of 70976

Thats worth 3 points in a decent market today!! c):-) Cowboy Brett

To: Henry Eichorszt who wrote (13110)	12/12/1997 9:32:00 AM
From: gambler2	Respond to of 70976

Screw the lowered estimates, we know that everyone brokerage house and their mother are lowering estimates for stocks exposed to ASIA. The $63 is what I liked. That means their assuming the AAIA thing will blow over within 6-8 months and then barring any market crashes next year we can resume our run by End of summer.

To: Henry Eichorszt who wrote (13110)	12/12/1997 9:47:00 AM
From: gambler2	Read Replies (1) \| Respond to of 70976

I tried finding this, but couldn't. Not that I don't believe it, can you post a link please..Thanks..

To: Henry Eichorszt who wrote (13110)	12/12/1997 12:30:00 PM
From: Barry Cartwright	Read Replies (1) \| Respond to of 70976

Let's review approx 2 weeks ago; AMAT upbeat at analyst conference, saw no pushouts or delays from customers, saw requests for pull-ins (accelerated delivery), backlog increased to 1.72 billion, saw market share gains across the board (etch, RTP, CMP, etc). Gross margin highest in 8 years. Shift to 0.25 micron fuelling growth (39% or business vs. 33), North America and Taiwan strong. Only awareness of a weak asia is from TV, not customers, toured Far East and saw increasing demand for its products, NORTH KOREA WEAK AT UNDER 10% OF BUSINESS but being made up in Asia Pacific and North America. GO AHEAD DUMP THE STOCK, make my day!!! NEW GUY ANDREW CARTWRIGHT

To: Henry Eichorszt who wrote (13110)	12/12/1997 2:50:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

RESEARCH ALERT - Applied Materials estimates cut NEW YORK, Dec 12 (Reuters) - Lehman Brothers said it lowered its fiscal 1998 earnings estimate for Applied Materials (Nasdaq:AMAT - news) due to South Korea's economic problems, but it reiterated its buy rating on the stockcompany. -- said the 1998 earnings estimate went to $2 per share from $2.15 because South Korean chip manufacturers are delaying capital investments. -- said that, overall, Applied Materials remains well-positioned; its share price has fallen 48 percent since August even though earnings could grow more than 40 percent in fiscal 1998. =============================================== When I bought in '96 (july) at a p/e of 6, many were predicting zero or negative earnings. Of course, they were wrong. This stock sure has its ups n downs! suite101.com regards Kirk out