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

To: andy kelly who wrote (15218)	2/1/1998 10:57:00 AM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Andy, If the conference call indicates uncertainty/cancellations or there are subsequent announcements about order delays that will have a significant impact on results quarter to quarter, then the stock may visit the mid/high $20's briefly again. I expect the stock to lanquish in the low $30's from April-June possibly with some pullbacks into the high $20's. This will be a traders paradise playing the $2-3 swings. I expect AMAT will announce cutbacks after earnings are announced to pull in extraneous expenses which will be viewed favorably by the funds/investors and may send the stock up to the mid/high $30's as management takes firm control of the reigns. Just my opinion. Good investing, BB