Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 269.55

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3:59 PM EST

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To: Zoran who wrote (18428)	4/2/1998 2:57:00 PM
From: David Rosenthal	Read Replies (1) of 70976

Zoran, >>>> SEMI's estimate is very optimistic. 1999 will be even worse. I hope I can make you happy with so many bullish indicators. >>>> This is a pretty provocative statement. This year looks pretty bad but why do you think there won't be any recovery next year? Dave

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