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

To: Proud_Infidel who wrote (22861)	8/11/1998 9:51:00 PM
From: Taby	Read Replies (1) \| Respond to of 70976

In my opinion, todays report is a non-event. Everything was known before, no new information. With current outlook, the market prices AMAT between 30-37. With the smallest hint of news that things are improving, AMAT will move up and by the time good news come out it is ready for another split.

To: Proud_Infidel who wrote (22861)	8/11/1998 9:54:00 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

Thanks, Brian. Yes, with 1.6B in cash and short term vehicles it seems they are better prepared to weather this tough environment and better prepared to take advantage of the upturn than their competitors. Best regards, Jeff By the way, hope you don't mind but I did check out your profile. Is that a real Cobra you're with in that picture? Anybody crazy enough to do that shouldn't mind a little AMAT volatility.

To: Proud_Infidel who wrote (22861)	8/11/1998 10:16:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

BK, all: biz.yahoo.com cbs.marketwatch.com BB