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

To: dave luken who wrote (15229)	2/1/1998 12:47:00 PM
From: Big Bucks	Respond to of 70976

Dave, AMAT had about a $1.7B backlog of outstanding orders in Q4 of '97. That will buffer the effects of decreased orders/delays for a while. The real issue is NEWorders going forward into Q1-Q2-Q3 of '98. If you invest in AMAT it should be for longer term returns IMO to maximize the return on your investment unless you are a trader and ride the waves. I suggest that you do some research on AMAT and the semi-mfgs, we are all just guessing/speculating at the moment based on past history. New events could change the equation and have an effect either way. It depends on how the market reacts to events/circumstances going forward. You may want to make incremental investments on weakness in the stock price to Dollar-Cost-Average if it does drop into the $20's from these levels. Bullish on AMAT (LONG term), BB