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

To: Steve Rolfe who wrote (17482)	3/10/1998 3:34:00 PM
From: Steve Rolfe	Respond to of 70976

Here is my prediction. Betting against me could prove to be very ................... profitable <g>. I think 30-31 is the bottom for this quarter and that AMAT will exceed their estimate of $.35 to $.38 this quarter and come in at $.40. I believe the stock will move back to the upper 30's as earnings approach, much like last quarter. My hope is that some tough corrective measures take place(or at least are started) in companies and countries that NEED them by the end of March (see Cypress) thus giving the market a better feeling about tech in general going forward. My pipe dream is that AMAT pulls a Lucent this quarter.