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

To: Ian@SI who wrote (21709)	7/13/1998 11:02:00 AM
From: akidron	Read Replies (1) \| Respond to of 70976

what is he on.... 05 cents 4th Q (still say loss is likely unless they take the mother of all write-offs) to 1.90 1999.... based on complete invisibility..... Hey the great thing about this is it ensures a price collapse and a real buying opp... down the road.... because expectations are still way too high.

To: Ian@SI who wrote (21709)	7/14/1998 11:28:00 PM
From: MileHigh	Respond to of 70976

Markets up big today...Talking heads already mentioning that positives will come out of all the issues confronting us across the pond...Interest rates at record lows..Asian slowdown will let some gas out of the hot economy...And AMAT still hangs in there...INTC's lower guidance on capex will probably not hurt AMAT stock tomm even though it confirms weakness in this sector and no mention of increased capex anytime soon..So, for the record, I see no recovery anytime soon... Regards, MileHigh