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

To: Sun Tzu who wrote (30173)	5/14/1999 6:29:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

ST, re >I don't see more than 10~20% upside potential < Yes, but you expect rational valuation. Gottfried :) Thanks for the excerpt.

To: Sun Tzu who wrote (30173)	5/15/1999 4:08:00 PM
From: Thomas J. Smith	Read Replies (1) \| Respond to of 70976

Whisper Number has been pushed higher and higher on this one for the last 4 weeks... With quite a few analyst already talking about the numbers being better than the first call estimates... Don't like when they do this,,, when the numbers finally come out ,,,even great numbers seem to disappoint...I guess we will see soon enough... You have to wonder if the best possible news is not already in the share price?

To: Sun Tzu who wrote (30173)	5/15/1999 4:17:00 PM
From: Thomas J. Smith	Read Replies (2) \| Respond to of 70976

.30 to .35 on tues. with an interest rate hike or talk of one down the road may prove to be troublesome... Right now this market has the perfect conditions priced into it,,, No inflation,Interest rates have gone no where but down for the last 21 years,,,The only two factors that matter in pricing a market,,,Or I should say,,,the only proven facts that dictate market direction throughout history,,,, Market at 7600 in Oct. with the 30 year at 4.75%,,,NOW the market is at 11000 and the long term rate is pushing 6% after pushing thru resistance at the 5.75% level. ??????????????????????????????????????????????????????????????