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


To: Ramsey Su who wrote (24702)9/29/1998 12:35:00 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Ramsey, [edited] re >Together, the shares
and the line are expected to sell for an
estimated 5 billion yen.


That's less than $40m. So a used fab
doesn't bring much.

GM
what's good for Intel is good for Applied...
INTC: WARBURG DILLON increased estimate for fiscal year ending
12/98 from $3.00 to $3.12 on 09/11/98
INTC: WARBURG DILLON increased estimate for fiscal year ending
12/99 from $3.60 to $3.90 on 09/11/98
INTC: WASSERSTEIN PER has reiterated estimate for fiscal year
ending 12/98 of $3.10 on 09/11/98
INTC: WASSERSTEIN PER has reiterated estimate for long term
EPS growth of 13.00% per year on 09/15/98
INTC: WASSERSTEIN PER increased estimate for fiscal year
ending 12/99 from $3.60 to $3.85 on 09/11/98
INTC: WASSERSTEIN PER made new estimate for quarter ending
09/98 of $0.77 on 09/15/98



To: Ramsey Su who wrote (24702)9/29/1998 4:24:00 AM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
MU's gonna pop tomorrow:

1.major competitor bows out
2.earnings(sic) report not as bad as expected
3.rumor of Intel financing
4.fed raising all boats
5. the above is scaring the many shorts into covering

Glad I didn't short at 32, might get a sure-thing chance to short above 40.