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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

3:59 PM EST

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To: Proud_Infidel who wrote (32795)	10/13/1999 1:14:00 AM
From: Clarksterh	Read Replies (2) of 70976

Brian - Very disappointing numbers considering how well PC's have been selling It is more or less what I would expect. PCs are still walking down the demand elasticity curve, thus even when they can show an increase in revenues it often comes with smaller margins. Of course there will still be the occasional really good quarter, but on the whole ... . A better indicator of future AMAT growth is Motorola's growth. All JMO. Clark

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