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

To: SMALL FRY who wrote (29951)	5/6/1999 12:22:00 PM
From: Henry Eichorszt	Read Replies (2) \| Respond to of 70976

: VIEWS AND NEWS,APPLIED MATERIALS ***** 5/6/99 10:15 am... APPLIED MATERIAL (AMAT 58-7/8) UP 1-1/2, MERRILL RATES BUY... Analyst Mark FitzGerald tells salesforce expects co.'s April bookings to fall in $1.3B-$1.5B range... Says sustainability bears questions, but 4Q FY 99 (Oct) bookings likely to be higher than 2Q... Notes order momentum is well ahead of others in group... Says important question is just how big can bookings get given co.'s performance in what remains an uneven, spotty recovery... New technology purchases are main engine of growth today... What happens when capacity buys pick up? Says investors should use confusion in market place to build or add to positions... AMAT excellent value./S.Trombino