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

To: Big Bucks who wrote (23058)	8/18/1998 1:07:00 AM
From: J. Stone	Respond to of 70976

>>Don't you think that AMAT would have said something in the CC...<< You bet they would have. Fact is, the semi-industry is hurting right now, and today's bump in price hardly indicates an upward trend. I trade AMAT everyday, and I'd advise AMAT buyers to be very wary... regards, JS

To: Big Bucks who wrote (23058)	8/18/1998 1:24:00 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Big Bucks/all, [edited] 1999 earnings estimate increased... by 2 cents. ESTIMATE REVISIONS: AMAT: ADVEST GROUP decreased estimate for fiscal year ending 10/98 from $1.35 to $1.12 on 07/30/98 APCC: ADVEST GROUP has reiterated estimate for fiscal year ending 12/99 of $1.87 on 08/04/98 APCC: ADVEST GROUP increased estimate for fiscal year ending 12/98 from $1.54 to $1.56 on 08/04/98 GM.... and an amazing turn of affairs AMD vs. Intel: Revival of the fittest Posted at 4:48 p.m. PDT Sunday, August 16, 1998 sjmercury.com San Jose-based AMD sold more than half of the microprocessors for computers priced under $1,000 for four of the first six months of this year -- a gigantic leap from just 4 percent a year ago. [snip]