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To: Paul V. who wrote (14996)	1/23/1998 11:44:00 AM
From: Dennis	Respond to of 70976

Paul, At the moment amat pe is 22.8 so 2.21 X 22.8= a lot higher than we are now. ;o) Dennis

To: Paul V. who wrote (14996)	1/23/1998 12:10:00 PM
From: Proud_Infidel	Respond to of 70976

Assuming AMAT makes their projected $2.15 this year, eps of $2.21 next year is ridiculously low IMO. I don't know where these guys come up with their #'s. This year is expected to be flat, not next year. Maybe these guys truly know something......and maybe there are hot dog stands on Mars<G> Regards, Brian

To: Paul V. who wrote (14996)	1/23/1998 3:07:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Paul, GM, All, Re: "AMAT: PAINE WEBBER has reiterated estimate for long term EPS growth of 25.00% per year on 01/20/98 AMAT: PAINE WEBBER has reiterated estimate for quarter ending 01/98 of $0.51 on 01/20/98 AMAT: SOUNDVIEW FINL made new estimate for fiscal year ending 10/99 of $2.21 on 01/16/98" So right now Soundview's estimate sits at $2.21 for FY 99. IMHO, alot of what will drive the stock is whether this number (and the '98 number) is headed north or south from here. We all know they can change these numbers in a flying flash. And in the past the analysts wait until it is painfully obvious to make changes. (And too darn late.) Point here is that $2.21 is subject to change without notice, and the fundamentals of the Chip industry will drive that change. JMO, Teri