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

To: Proud_Infidel who wrote (24276)9/14/1998 10:32:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
Brian,

I remember someone from AMAT(I think!) in '97 predict the end of the cyclical pattern of the industry we are currently experiencing.

I believe it was near the end of 1995 that several industry executives were saying

"the only thing cyclical about this industry is the stock price".

Well, they were half right.



To: Proud_Infidel who wrote (24276)9/15/1998 1:13:00 AM
From: Gottfried  Respond to of 70976
 
Brian, estimates...

ESTIMATE REVISIONS:
AMAT: EDWARD JONES decreased estimate for fiscal year ending
10/98 from $1.25 to $1.10 on 08/31/98
AMAT: EDWARD JONES has reiterated estimate for long term EPS
growth of 20.00% per year on 08/31/98

You said >In good times, predictions tend to be too
optimistic and during the darkest days of a downturn
the reverse is also true.<

Thanks. I needed that reminder.

GM


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