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

To: Gottfried who wrote (22966)	8/13/1998 10:01:00 AM
From: Fortinwit	Read Replies (1) \| Respond to of 70976

Interesting happenings in the analyst world (from briefing): That FY99 should now be the lowest out there (I think Cowen had .51) Applied Materials Inc. (AMAT) 33 +7/8: Adams Harkness lowers estimates on maker of semiconductor wafer fabrication equipment as visibility is poor and there are no signs that a recovery is near; maintains "market perform" rating, but lowers FY98 EPS from $1.20 to $1.11 a share and FY99 from $0.72 to $0.13 a share..... F.

To: Gottfried who wrote (22966)	8/13/1998 3:45:00 PM
From: marc ultra	Respond to of 70976

Gottfried,re"AMAT: NATNBK MONT.SEC reconfirms the recommendation as Strong Buy on 08/12/98". The information I get on Zacks showed a Buy rating on 7/16/98. do you know if Hodess went from a buy to a strong buy in the interim and when? Thanks Marc

To: Gottfried who wrote (22966)	8/13/1998 9:36:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried and others, Does anyone know what the options are saying for Sept., Oct and Nov. This may give us some idea what the option traders are thinking especially since AMAT earnings have just come out. Or, maybe we have to wait after the Aug. 24. Any info? Thanks, Paul V.