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

To: Big Bucks who wrote (21564)	7/11/1998 11:43:00 AM
From: Gottfried	Respond to of 70976

Big Bucks, what a reassuring post! I'll probably frame it.<G> GM [eom]

To: Big Bucks who wrote (21564)	7/11/1998 2:32:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 70976

"I feel very comfortable expecting a 2x-4x gain in less than 3 years, demand will be there, progress marches on. It is irrefutable." I feel comfortable asking you to never post something this positive again until amat hits 15ish!!Then you can have at it. I have small pacific islands I NEED to buy. I could smell the fragrance of gardenias when I woke up this morning....don't ruin my dream. I'll even let you dock your damn ships on my island, and you can launch your next series of attacks from there. Amat has typically sold at 1.6x book and about 1x revenue at the bottom. 14.4 seems like a good number.

To: Big Bucks who wrote (21564)	7/11/1998 10:39:00 PM
From: Lane	Read Replies (1) \| Respond to of 70976

BB, How does it feel this time around. I haven't the years of watching this stock closely as you do, and appreciate your prospective. Is this the typical scenario playing out? Seems like an incredible number of folks all have the same game plan, waiting for the price to drop then margin to the hilt. No one seems to be all that concerned. Actually allot of excitement on the thread. Seems like it should be the opposite sentiment that prevails at the bottom. Lane