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

To: Robert O who wrote (21323)	7/9/1998 9:23:00 PM
From: Ramsey Su	Respond to of 70976

Robert O, fork out the bucks and get rid of that trial member behind your name (Jill the webmistress send me free T-shirts for my promo efforts). Herb is actually more bearish than Teri? I remember he was bearish on IOM during the glory days of zip and the IOM groupies just about threw him in SF Bay. I guess he is receiving a much friendlier and agreeable reception here. My notes (not very detailed) seem to have an entry back around June/July 1996 referencing an AMAT pre-announcing. Does anyone remember that release? The current estimate of $.22 (per Zacks) is consistent with what AMAT said last qtr. They (AMAT) expected earnings to be in the $.20 to $.23 range with orders in the $850M to $1B range. I wonder how close how they now? Ramsey