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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: Kumar Nathan who wrote (4479)	5/13/1997 11:15:00 PM
From: Ricardo Villa	of 70976

Kumar, I just listened to the conf. call and I will be updating my web page with all the details tomorrow. I was extremely pleased with what I heard. The recovery is continuing at a very healthy pace (much better than I had originally anticipated) and it seems that AMAT is taking advantage of business much better than its competitors. We will probably be seeing gross margins near record levels in 98. Ricardo Villa

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