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

To: Jon Tara who wrote (14489)	1/12/1998 4:35:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Jon, Re: Not sure that I want to be caught holding AMAT through INTC earnings, so I suppose I have a small window in the morning to dispose of my newly-acquired shares. Shoulda bet on the genuine article - could have gotten INTCW below 52 when I bought the AMAT this morning. Sigh. Technically, both look good short-term, though INTC looks better. Do you think that INTC has the potential to go up $9-12 over the next month? AMAT DOES!!! Do yourself a favor don't sell yet! Announced backlog for outstanding orders for AMAT was $1.7B last earnings announcement. Just my opinion, BB

To: Jon Tara who wrote (14489)	1/12/1998 4:43:00 PM
From: Tom Latham	Read Replies (1) \| Respond to of 70976

Bull manure there Jon. AMAT is having a rough time as all techs but the downside from here is probably less than 2 points, while the up is 8+. Intel downside could be 10+ (we will not see it) while the up near term is less than 7 unless we get some real conviction in the techs with a forcast and outlook on Q 3 & 4. This market is looking at its feet instead of 6 months out because no clarity when you look out, this is why everything is so magnified and volatile. If we are going to get new tech in the future from any company AMAT and these like companys WILL have good order placement. I like you are smarter after the close than during the day but them 3+ points on them warrants makes a lot of us look kinda dumb for today.