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

To: jtechkid who wrote (19428)	5/13/1998 10:26:00 PM
From: shane forbes	Respond to of 70976

jtechkid: I don't own AMAT. AMAT may have been liked because: (a) backlog did not shrink as much as one would have thought (b) gaining market share (c) dominant company (d) exemplary management As a rule I never short companies that I admire. AMAT I admire. I doubt very much it will go racing to the moon from here. There is no earnings momentum to support it. I expected the stock to go down today since business conditions have deteriorated so much. I have no real idea why the stock is sustained. You are right about WS loving the stock. Quite amazing. Shane.