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

To: Alok Sinha who wrote (28662)	2/27/1999 10:37:00 PM
From: Duker	Respond to of 70976

<<. Both are undoubtedly leaders in their segments, but have little pricing power ...> I would tend to disagree with your assessment of AMAT's pricing power. Right now, pricing is aggressive -- as it typically is in the early stages of a recovery (or at the trough). Still, this does not tend to be a commodity business. They are certainly not price takers for the majority of the cycle. Just splitting hairs. --Duker

To: Alok Sinha who wrote (28662)	2/28/1999 1:38:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

Re:Micron is a similar situation. Look at their recent earnings performance - crappy to say the least. Both are undoubtedly leaders in their segments, but You're comparing AMAT, a leader in an oligopoly which produces enabling technology, to a commodity producer? Unfair and unrealistic IMO. Re:). Predicting where revenues will be in 6 - 12 months is more or les a crapshoot in the tech arena, unless you are a MSFT, CSCO or maybe SUN Could you enlighten us as to what the EPS for these will be? I could always use some easy money:-) Re:. I wouldn't hold such fundamentally weak companies (EPS standpoint, not technologilly wise) if someone held a gun to my head The reason why the stock has moved up is that people are expecting EPS at a run rate of $.50 per Q toward the end of '99