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

To: Big Bucks who wrote (13997)	12/31/1997 4:52:00 PM
From: davesd	Read Replies (2) \| Respond to of 70976

Buck, I think the INTC cap spending number may have an impact on AMAT before AMAT's earnings announcement. We all know that commodity chips are in the toilet....so the semi caps are depending on other chip areas to make up for the commodity chips. If INTC comes in with flat or lower cap spending numbers than last year....then I would expect a fall in AMAT stock much sooner than AMAT's earnings. How is INTC's business??? will they need $4.7billion worth of cap spending this year or do they have sufficient capacity and just require upgrades here and there during the year to keep up with technology.....we know that they have already pushed out 2 fabs out of 1998. dave

To: Big Bucks who wrote (13997)	12/31/1997 5:34:00 PM
From: Howard Feinstein	Read Replies (1) \| Respond to of 70976

B.B., Ralph Ancompora-Prudential, picked AMAT, SUNW, and INTC as three tech stocks that were overbeaten, and he likes them for a nice pop in the January effect. But, in general most analysts seem to be quite negative on the semi's and semi equipment sectors, mainly based on the Asian effect. Where are we going with AMAT after this so called January effect. I love the company fundamentals and believe the stock should be idleing around the $50 range under normal(non Asian) times. I know you like the stock for a quik pop, but what next? Thanks, and a Happy New Year to you and All! Howie