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

To: Math Junkie who wrote (22891)	8/12/1998 2:35:00 AM
From: zalesky	Read Replies (2) \| Respond to of 70976

To all: I think AMAT will trade either flat to slightly up today (depending of course on Market conditions). All, and I mean all of the bad news is OUT of this issue with any hint of good news sending it HIGHER. With the recent news about new chips from IBM coupled with the upgrading of equipment from this company, INTC and AMD I think this Mother of all Chip Equipment companies will astound analysts on Wall Street during the next 6 to 12 months. LETS MAKE SOME $$$!!!

To: Math Junkie who wrote (22891)	8/12/1998 7:21:00 AM
From: P.M.Freedman	Read Replies (1) \| Respond to of 70976

On the conference call of the quarter before last cc, AMAT gave analysts a guidance of earnings between $0.15-$0.18 (average $0.165) and said the company would do a write-off. The street took $0.16 as the estimates and left more room to let AMAT to beat. I always believed the numbers have included the charge already. Most of people learned AMAT were for sure to beat their own number at least for one cents that made the prices went to the height it could reach technically. In last quarter the orders from Asia took 44% of the whole orders of AMAT, in which orders from Taiwan was 20%. This quarter the orders from Asia may see a big shrink since the stronger dollar problems.