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

To: Math Junkie who wrote (22986)	8/13/1998 6:01:00 PM
From: Henry Eichorszt	Respond to of 70976

TO ALL:M.S DEAN WITTER ON AMAT 8/12/98 reit outperform, raised target from $32 to $38 SALOMON SMITH BARNEY ON AMAT 8/12/98 reit buy-high risk,3Q shows strong products & operational execution, target $42 LEHMAN ON AMAT 8/12/98 reit strong buy, no upturn yet but buy now, target $50 FIRST BOSTON ON AMAT 8/12/98 reit buy, 12 month target $50

To: Math Junkie who wrote (22986)	8/13/1998 6:09:00 PM
From: Robert O	Read Replies (2) \| Respond to of 70976

All: I have heard AMAT alternatively called a: 500 pound gorilla 600 pound gorilla 800 pound gorilla at around a $12 billion mrkt. cap, I'd say it's a good-sized baby chimpanzee but really isn't a true big cap with as much teeth and claws as people would like to believe. In its niche it roams fairly fearless, but just because AMAT always appears as most active doesn't make it a market mover. I guess I'm just musing about markets, and prices, and primates today. RO