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

To: Proud_Infidel who wrote (17708)	3/14/1998 12:30:00 PM
From: Gottfried	Respond to of 70976

Brian, >I saw a fund manager saying he would stay far away from the equips.< Don't worry, the FM will recommend the stock at 45. Here's another estimate... ESTIMATE REVISIONS: AMAT: JOSEPHTHAL & CO has reiterated estimate for long term EPS growth of 20.00% per year on 03/05/98 GM

To: Proud_Infidel who wrote (17708)	3/14/1998 1:42:00 PM
From: 16yearcycle	Respond to of 70976

Brian, I finished reading the BRK report on its website 2 hours ago. He was a net seller of equities in 1997, no surprise, and McDonalds is either gone or trimmed down by at least half( he doesn't report holdings under market value of 750 mill). Nonetheless, he is obviously neutral, rather than negative on the market at this point, as I read the lines and between the lines. I expected worse, but his long term strategy is to become concerned when rates rise or roe suffers, 2 things which are not happening now. Gene