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Politics : Formerly About Applied Materials
AMAT 256.89-1.2%Dec 31 3:59 PM EST

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To: Ian@SI who wrote (31413)7/13/1999 12:16:00 AM
From: Gottfried  Read Replies (1) of 70976
 
Ian, local TV news had James Morgan from SEMIcon West on. He said what you'd expect. So now everyone knows the semi equipment biz
is turning up, just when informed investors are hesitant to buy at these prices.

INTC reports tomorrow after, but you
knew that.

Gottfried
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