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

To: Gottfried who wrote (17353)	3/8/1998 6:33:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

GM, If you're asking whether or not I would change my FY98 predictions, yes I would. At this point, I'd have to say, I am not quite as bullish for the rest of '98, though probably even more so than I was for '99. I also think that we must consider the possibilty that this cycles peak may come later than we were preparing for. 2003-2004?? This 2nd leg down will create a great latent demand and could lead us to a greater eps peak than we otherwise would have had. IMO, only fools try to guess the price of stocks at a given point in the future-so here are my guesses<GGG> High 98- 56 Low remainder 98- 29 High 99- 90 Low 99- 52 BTW, you have one he** of a page. How often do you update it? I have one but haven't updated it for eons. regards, Brian

To: Gottfried who wrote (17353)	3/8/1998 9:34:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

GM, Re:BB: would you care to revise that number? (Brian: I know he won't, just to irritate us) I call 'em as I see 'em!! One cannot look at a cow and pretend that it is a horse, to do so would be like Don Quixote fighting a windmill, the windmill will win. IMO, delusion leads one to believe that all is well when in reality it is not. Therefore, delusion = lost profits and lost opportunities to take advantage of unique circumstances that present themselves all to infrequently. Just my irritating opinion,<G> BB