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

To: Gottfried who wrote (20148)	6/11/1998 4:49:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

GM: I don't know if those estimates are outdated. I am not sure if anyone have a replay of SEA in mine when those estimates were given. DRAM oversupply was a given then. SEA was the big wild card. SEA in combination with a soft selling season and portfolio readjustments <g> makes for good shopping long term. But I have to say, AMAT is not as attractively priced as KLAC, for example, on a fundamental basis. I have to admit that I have little talent for guessing price bottoms. I just try to take advantage of what the market gives me incrementally when I can afford it.