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

To: Jacob Snyder who wrote (15037)	1/25/1998 11:18:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jacob, I was cleaning out my saved files and found your 12/13/97 post about the "shape of the bottom", which I kept. It still sounds plausible, while some of the replies don't. But my hindsight is 20/20. Good reading...GM exchange2000.com exchange2000.com GM

To: Jacob Snyder who wrote (15037)	1/26/1998 3:03:00 AM
From: Teri Skogerboe	Respond to of 70976

Jacob, Thanks for reminding me of the "20 minus inflation equation". That's a good one. We already know what I think about '98 and my crystal ball can't see '99 very well yet -g-. AMAT's EPS for '98 could end up being $1.80, wouldn't surprise me at all. Then $2.20 for '99 begins to look better. My concern continues to be that expectations for '98 are too high. GM, Thanks for those good, old posts from Jacob, Brian, Gene, Dave and all. Any extra AMAT @ $15 you have, I will happily take off your hands -g-.