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Politics : Formerly About Applied Materials
AMAT 266.59+0.5%3:10 PM EST

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To: Fred Levine who wrote (34698)4/20/2000 4:51:00 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
**Logged on from an internet cafe in Kathmandu**

Fred/All,

I am having a glorious time in Nepal. I've heard of the recent Naz/tech swoon, but we are indeed in a strong position. I just read lam posted net earnings of 20%+....apparently the market is ignoring this.

Hopefully the market will recover by the time I get back.....see you all soon.

Brian
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