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

To: P.T.Burnem who wrote (19872)	6/3/1998 6:33:00 PM
From: jtechkid	Read Replies (3) \| Respond to of 70976

i think amat bottom around 25-30 . why? from my sources-which are very reliable is that second half of the year the management are very confidant that things will pick up. with amat i'm changing my number- i see august quarter 17-22 cents. the november quarter i see around 34-38 cents. i think you will a pickup but eps at this time will not bounce as strong as people believe in the past cycles. the key is i hear that their a couple MAJOR CONSOLIDATIONS in the talks right now. i think amat makes a buy the end of the summer. who? no idea. i think people remember 1996 when really a lot companies miss the boat in acquititions and this time they will not. i see klic,klac,nvls,lscc, involved in someway. tower semi(tsemf) will be boughtaround next year. you guys should buy this one. it has 13 book ,6 dollers per share in cash and around 40%of the company is controlled by two investors that will cash out in the next upcycle. it will be sold around 22-30. the bull is back.