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

To: Proud_Infidel who wrote (30331)	5/18/1999 10:46:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Brian, thanks for the excellent, detailed CC notes. Tony

To: Proud_Infidel who wrote (30331)	5/19/1999 12:46:00 AM
From: Robert O	Read Replies (4) \| Respond to of 70976

thanks for the summary notes. I mean seriously, a double digit move tomorrow would NOT be overzealous given AMAT's outline. Any back of envelope calc brings you to that conclusion. This really was the 'Jordan' qtr. hitting on all cylinders. Some companies appear to be very very well managed. One gets the feeling that AMAT's size could increase exponentially (again) and this mgmt. team's ability to marshal resources would continue to be superior. I will be building option bridges into the future with this issue until the call premiums start to mirror's AMZN's in outlandishness. RO Did this strike anyone as odd from Reuters: New orders, a number closely watched by Wall Street, came in at $1.39 billion.. ''We thought it was a good solid quarter,'' said Min Pang, an analyst with SG Cowen & Co. ''Orders -- we were expecting 1.3 to 1.4 billion -- were right in the middle of the range.'' When I figure the middle of 1.3 + 1.4 div 2 I get 1.35 as 'middle of range.' Orders of 1.39 appear to be awfully close to the term 'top of range' from my vantage point. Didn't the writer find it odd as well?