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

To: Henry Eichorszt who wrote (21136)	7/6/1998 12:34:00 PM
From: Jeffrey D	Respond to of 70976

Henry, Jeff Waters of SSB was just on CNBC Power Lunch program pushing AMAT. He says all the bad news has already been priced in to the stock. Jeff

To: Henry Eichorszt who wrote (21136)	7/6/1998 4:35:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

OT-Update YHOO now only ~$1.5B away from AMAT in terms of market cap. The Greater Fool Theory in action! Inktomi Corp. (INKT) 60 3/4 +12 3/4: --UPDATE-- Hambrecht & Quist initiates coverage of Internet cashing software developer with "buy" as company is a key architect for the next wave of Internet growth; company has signed contracts with leading Internet search engine providers and it newer network cache software product has already been adopted by AOL; expects company to lose $1.03 a share in FY98 on revenues of $18.7 mln and lose $0.79 a share in FY99 on revenues of $45.9 mln..... Update a stock which has already seen a near 100% run since its IPO, a company which expects to posts losses for the next few years!!! What are you exactly buying here! This is not investing; it is gambling. BK