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

To: Lane who wrote (14123)	1/4/1998 2:13:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Re:agree that it is really only a matter of time before we are all rewarded for our patience and faith in this leading company Lane, I believe we will be rewarded sooner rather than later. The equipment stocks have been treated as a monolith by WS; that is, not much discrimination in the recent selloff. AMAT is not your typical equipment company. This is the crux of my argument to people like Dave Dhillon on why we will see the upper 40's/low 50's not too far from now. AMAT has world class management, leading edge products, and is gaining market share in makets they were not in just two years ago. On top of this, they are able to spread out their order backlog accross a wide geographical area making for a less variable earnings from qtr to qtr. even in turbulent times as opposed to the wide fluctuations of many other equpment co. earnings/losses. Once the Street realizes this, IMO we will see a trend into the low 40's and a new trading range established. Others will and probably should languish because of eps surprises down the road, but AMAT has had the history of a company with little deviation in their eps even when others were being eviscerated. With mgt. giving no earnings warning as of yet, I hope that history is again repeated. ;-) Regards, Brian