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

To: 16yearcycle who wrote (26455)	11/18/1998 3:55:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Eugene, re >It has almost nothing to do with the current state of affairs.< One way to look at this is with rolling EPS* bigcharts.com Gottfried *last four quarters' earnings per share

To: 16yearcycle who wrote (26455)	11/18/1998 9:01:00 PM
From: Math Junkie	Respond to of 70976

Re: <<The price of amat reflects what the investment community believes business will look like in 6 months. It has almost nothing to do with the current state of affairs.>> Very well put.

To: 16yearcycle who wrote (26455)	11/19/1998 1:28:00 AM
From: Tie Zeng	Respond to of 70976

The current quarter result, especially the bookings, did tell the the current situation of the company. And its bookings also tell the future situation of the company. I don't think you can find any better indicators. And the company is not optimistic about its near future. The other day KLAC lays off workers and its stock also jumped. And the company said the industrial's situation is quite bad. Well, Greenspan and FED are pushing the market higher. So the stock will probably go higher. But people expecting a quick turn around will be disappointed.