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

To: Big Bucks who wrote (13693)	12/19/1997 8:08:00 PM
From: John Chen	Read Replies (1) \| Respond to of 70976

BB, re: "20-25%". Good advice and industry's view. I'll take 15% and run. Sorry, longS.

To: Big Bucks who wrote (13693)	12/19/1997 8:35:00 PM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Big Buck, >After mid Feb the stock will likely decrease back into the high $20's based on uncertainty in the semi sector. IMHO investors should take profits if they make 20-25% over the short term.< I did not get my $22 nor our investment clubs $24 buy. But, as you know I was not strapped to buy. From the previous post indicating the 8 to 9 month BTB Semi sector high cycle do you see any rationale for such a cycle except for what we know about the Wall Street sell offs and buys? I am really expecting the Semi sector chart to hit the 70%, statistically, during May or at least prior to August, expecially since the funds have again jumped on board. What do you perceives are the pro's and con's of such a movement? What price movement estimate would you place on AMAT during such a movement. If I were a were a betting man I would bet that we will have a run up and another split prior to or prior to August 1999. Threaders, what are the odds of such a movement. Kumar, Tito, Cary, Teri and others, lets have some analysis and dialogue about the future months for AMAT! Just remember that Wall Street ran the PE up to 49 during the last up cycle. Regards, Paul V.

To: Big Bucks who wrote (13693)	12/19/1997 10:58:00 PM
From: Howard Feinstein	Read Replies (2) \| Respond to of 70976

B.B., What do you feel about this scenario. Many High Techs will be hurt by S.E. Asian crisis, but how hurt is yet undetermined. Wall Street has battered many of these High Techs without specifically knowing the exact extent of the damage to earnings. Downgrades galore and lower earnings forecast. Little guy packs it in and runs from technology stocks, as just about every analyst suggests jumping out of sector. INTC,AMAT,CPQ,DELL..........ETC. all beaten to dirt cheap prices! Earnings start to come in at, or better, than the now reduced earnings, and what do you know?......upgrades of INTC, AMAT, CPQ, DELL ETC. Techs take off and the Bull is on the loose. Can happen and in my opinion will. Am I bullish on technolgy? YOU BET!!! We are only in the infant stage of technology. This is where your investments should be. There is no other sector with as much growth potential! Only one man's opinion. Howie