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

To: Jacob Snyder who wrote (15242)	2/1/1998 6:23:00 PM
From: Gottfried	Respond to of 70976

Jacob, here are my carefully considered estimates... 1. low for the rest of 1998 27 2. high for the rest of 1998 45 3. at end of 1998 42 4. at end of 1999 65 GM Is there a price for the winner?

To: Jacob Snyder who wrote (15242)	2/1/1998 6:30:00 PM
From: Bill Shepherd	Read Replies (1) \| Respond to of 70976

Re: Guesses for AMAT prices in future 1. low for the rest of 1998 26 2. high for the rest of 1998 52 3. at end of 1998 36 4. at end of 1999 65

To: Jacob Snyder who wrote (15242)	2/1/1998 7:37:00 PM
From: stockycd	Respond to of 70976

1. low for rest of 98--22 2. high for rest of 98--47 3. end of 98--42 4. end of 99--61

To: Jacob Snyder who wrote (15242)	2/1/1998 7:53:00 PM
From: Big Bucks	Respond to of 70976

Jacob, >Re: What are your best guesses for AMAT's price: 1. low for the rest of 1998 $27 2. high for the rest of 1998 $43 (fiscal ending Oct 98) 3. at end of 1998 $34 4. at end of 1999 Range $38-$74 for the year. I feel that you are correct, there are lots of unknowns/uncertainties due to foreign market/business conditions that could detrimentally impact the semi industry which could drag AMAT with it. BB

To: Jacob Snyder who wrote (15242)	2/1/1998 8:08:00 PM
From: SMALL FRY	Respond to of 70976

Jacob, I'm glad someone thought about this, I'm in: 1. 1998 low = 26 2. 1998 hi = 54 3. 1998 end = 48 4. 1999 end = 86 SF PS: Of course we're talking Fiscal, not Calendar YE..right?

To: Jacob Snyder who wrote (15242)	2/1/1998 8:12:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Jacob, Re: the polling of the thread on AMATs price: 1. low for the rest of 1998 2. high for the rest of 1998 3. at end of 1998 4. at end of 1999 My guesses, in order, are: 20, 38, 38, 62. regards, Teri

To: Jacob Snyder who wrote (15242)	2/1/1998 8:41:00 PM
From: John Stichnoth	Respond to of 70976

Answer to your poll: 1. We've already seen pretty close to the 1998 low--about 26-27. (AMAT will weather the current CC and stay within the trading range). 2. AMAT can get pretty close to its 52 week highs again--$54--as another case of euphoria sets in. 3. Long term trend, eg, end of 1998, would suggest about $40 as reasonable. 4. During 1999 may hit new highs, eg above $55, but will maintain long term trend of +20% growth annually, suggesting year end below $60. I say $55.

To: Jacob Snyder who wrote (15242)	2/1/1998 9:16:00 PM
From: Proud_Infidel	Respond to of 70976

I guess I'll cast my votes as well: 1. low for the rest of 1998 30 2. high for the rest of 1998 65 3. at end of 1998 60 4. at end of 1999 90 BTW, these guesses are based on calendar, not fiscal year. Brian

To: Jacob Snyder who wrote (15242)	2/1/1998 10:29:00 PM
From: john dodson	Respond to of 70976

Here are my predictions: 1. Low for rest of 1998: 25 2. High for rest of 1998: 50 3. At end of 1998: 45 4: At end of 1999: 50 Hope I'm low on all of 'em! Thx, John Dodson

To: Jacob Snyder who wrote (15242)	2/1/1998 10:38:00 PM
From: andy kelly	Respond to of 70976

Jacob 31,50,50,70 Still the optimist--Andy