Formerly About Applied Materials Message Board

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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: Ricardo Villa who wrote (4450)	5/13/1997 10:27:00 PM
From: Kumar Nathan	of 70976

Ricardo: Good to see you in this thread after a while. I know that you will update your Webpage . You are doing wonderful help to all of us. I heard the conf. call in full details. Out of 26 Analysts called in about 16 of them openly congratulated the management team for their great quarter. Secondly, I observed that the Management Team is very upbeat and they keep using all the superlatives like excellent, great quarters etc., etc., and Jim is trying to calm their excitement and exuberance. I know every one of them. They are outstanding individuals. In fact quarterly Gross Margin is growing at a rapid pace when you compare apples to apples of previous quarter. At the end of the conference call, Jim Joked about the valuation of the companies and I think he polished told the analysts that AMAT is undervalued compared to others in the semiconductor industries. Regards Kumar.

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