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

To: Howard Bennett who wrote (28257)	2/16/1999 5:53:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

All I am saying is that I do not base my investment decisions on Money magazine. They are more oftern than not behind the curve. Follow them if you will. Though I do agree that a Buy last year was one of their good calls. BK

To: Howard Bennett who wrote (28257)	2/16/1999 5:56:00 PM
From: orkrious	Read Replies (2) \| Respond to of 70976

Howard, re Oh I get it. Money Magazine is wrong and you with your crystal ball can say unequivocably without fear of contradiction that AMAT's EPS growth with be greater than 30% in the year 2000. I can't speak for Brian, but given the strength of orders, the newly announced "pull-in" of 300mm fabs, and the upgrading of existing fabs for finer geometries, the fiscal '00 EPS for AMAT are likely to be revised significantly upward over the coming months. Consequently, AMAT only sells for 30x current Y2K earnings estimates. The 30x is likely will be lower as the estimates are raised in coming months. Jay

To: Howard Bennett who wrote (28257)	2/16/1999 6:00:00 PM
From: Jeffrey D	Read Replies (2) \| Respond to of 70976

Howard:<,Oh I get it. Money Magazine is wrong and you with your crystal ball can say unequivocably without fear of contradiction that AMAT's EPS growth with be greater than 30% in the year 2000. You are good.>. Maybe its a sell and maybe its not. One thing for sure is that it is nice to own AMAT today so that we have the luxury of making that decision. I take it you don't? Perhaps you sold in the mid 40s? Jeff

To: Howard Bennett who wrote (28257)	2/16/1999 8:36:00 PM
From: marc henschke	Read Replies (2) \| Respond to of 70976

Howard: The fact that you're quoting from Money Magazine tells me about all I need to know about your investment acumen. Was Money wrong to advise buying semi-equips in February of 1998? Of course they were. That was jumping back on the train way too early, and basically guaranteed dead money for the next eight months. People who followed that advice found themselves holding a $21 stock in October. Did you think about that before your obnoxious, sarcastic post?