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

To: Gottfried who wrote (20801)	6/25/1998 2:51:00 PM
From: Jacob Snyder	Read Replies (4) \| Respond to of 70976

GM: I guess that's what makes this stock so volatile. Two smart people are following the stock and industry very closely, thinking about it a lot, have access to the same info., and come to wildly different conclusions. I consider 60 as totally outside the realm of possibility. If scenario A happens, we may approach 40 again this year. If scenario B happens, we'll have several false rallies, probably peaking at 32 or so, and then another stair-step down like we had at the end of May. I don't see anything else remotely possible. Whichever scenario happens, if AMAT hits 60 later this year, I will short the industry with every penny I have.