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

To: Marc Trombella who wrote (14773)	1/17/1998 9:22:00 PM
From: SMALL FRY	Read Replies (1) \| Respond to of 70976

Mark, I may be the only one who's committed to put my foot in...my mouth. Thus...https://www.siliconinvestor.com/readmsg.aspx?msgid=3191155 $39 is my "guess", not "leading up to", but a little past. That's my target + 10% overflow allowance due to negative sentiments brought forth by this SEA debacle. A good earning and subsequent CC will turn the tide and the "ambivalent crowd" thereby extending the buying somewhat, IMHO. BB thinks 35...which is good but a bit conservative, again IMO. Regards, SF Disclaimer: I've been wrong a whole lot!!!

To: Marc Trombella who wrote (14773)	1/17/1998 11:06:00 PM
From: john dodson	Respond to of 70976

Marc, Barring a warning or deepening serious Asian turmoil, I expect AMAT to trade up to and possibly above $35 before earnings. If they can earn > $2 in 98 as previously stated, and with a growth rate just under 25%, AMAT is worth pretty close to $50. I think it'll take some confidence on the company's part, though, to get there. Confidence by hitting this qtr's #'s, and a public renewal of confidence in yearly earnings. Then we're on our way, although I expect it may take a little while to get back to $50. My opinions only, John Dodson