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


To: Gottfried who wrote (28273)2/16/1999 6:56:00 PM
From: Ramsey Su  Read Replies (2) | Respond to of 70976
 
GM,

I think I will repost this

Message 7724582

may be the blind bulls will pay a little more attention to the numbers this time. Wishing thinking can only go so far. Sooner or later, all bubbles burst.

Ramsey



To: Gottfried who wrote (28273)2/16/1999 6:56:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 70976
 
what is the difference between amat now and amat at $20?



To: Gottfried who wrote (28273)2/16/1999 7:06:00 PM
From: miklosh  Respond to of 70976
 
Imho Paul and Tito have for some time now been the most reliable and responsible in posting predictions for amat's price.I also think that no one knows the business like Katherine so her take on the call is worth the price of admission<G>, and Judy has been making some good calls on recent short term price moves . I'm looking forward to their assessments after the conference call. Anyone suddenly jumping in and "poclaiming" amat is going to 50 or 70 without even having heard the conference call, and thus guidance from amat, is just blowing steam. The cc is far more important than .11 or comparing amat to mu, or amats trailing p/e, or reading tea leaves<G>.



To: Gottfried who wrote (28273)2/16/1999 10:43:00 PM
From: Paul V.  Read Replies (3) | Respond to of 70976
 
Gottfried, Remember, my next target is $87 using the DW vertical calulation as we move towards Tito's $100+ mark. Bye, the way can you calculate AMAT's Orders and Shipment using the data you have available. It will be interesting comparing it with the SEMI's later this week.
Just my $.02
Paul