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

To: Teri Skogerboe who wrote (21077)	7/3/1998 3:04:00 PM
From: Doug	Read Replies (2) \| Respond to of 70976

Teri: Your analysis makes good sense. This month, the effects of the ASEAN crisis will be plainly visible because of the deteriorating earnings. That is likely to take AMAT down to the low teens. By Oct , the effects of ASIA will have been played out and a rebound of prices should start. I think it will be prudent to wait out till after another market decline.

To: Teri Skogerboe who wrote (21077)	7/3/1998 7:27:00 PM
From: William B. Carr	Respond to of 70976

Teri, you're right about not putting too much stock in Lehmans report. I remember their recomendations last year for qntm, wdc,apm, etc. They totally missed the fall in those companies. From an occasional poster. Bill

To: Teri Skogerboe who wrote (21077)	7/5/1998 12:11:00 AM
From: john dodson	Read Replies (1) \| Respond to of 70976

Teri, Very interesting analysis. However, what would you say to a "buy and hold" strategy combined with a "value play" for AMAT at these levels? I mean, how much downside is there really left in AMAT, 10 points absolutely worst case? If one is willing to buy in the $26-$28 range, and hold for 5 years, or until $80, whichever comes first, AMAT has got to be a very good bet. Would you agree with that? Thx, John Dodson (No position currently in AMAT)