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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: Teri Skogerboe who wrote (8716)10/16/1997 8:06:00 PM
From: Sonki   of 70976
 
terri, looking forward amat is trading at discount the future growth but i hope intel and others don't have a change of mind.

is there any way to figure what % revenue comes from intel or cpus
and others?

who are the biggest customers of amat? also look at the 97 earnings
they are still less then 96.

as i understand intel others have a "layaway plan" which they can cancel as some cost. is this right?
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