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

To: Teri Skogerboe who wrote (17270)	3/6/1998 5:33:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

compac(cpq) trading around 25-at some point i think we will see a throw in the towel kind of selling-the buying on this news is amazing -considering eps stink-ibm done-mu-done-would not want to be AGGRESSIVE -thats whats strange is you see aggressive buying in some of these tech which i do not understand-at some point we will it could end badly -cpq revenue shortfall over a billion-conference call -stock down 10%

To: Teri Skogerboe who wrote (17270)	3/6/1998 8:42:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Rodman & Renshaw Inc said Friday it reiterated its sell recommendation on Motorola Inc and reduced its 1998 earnings estimate to $1.40 a share from $2.45 a share. How often do you hear SELL? He**, even Apple is a hold. These guys really don't like MOT. Also, does everyone notice the eps #'s for FY98? $1.40 yet trading in the 50's w/o the type of growth AMAT should see next year and beyond. Either MOT is overvalued here, AMAT undervalued, or it's a combination of the 2. Don't go out on a limb there Kerecz<GGG> BK