Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 326.10

+8.0%

1:25 PM EST

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To: Proud_Infidel who wrote (36132)	7/28/2000 10:57:21 PM
From: Demosthenes	Read Replies (2) of 70976

Brian, I just listened to the PRIA CC replay. Mitch says were in the 3rd inning with at least 2 years to go. He said it is his conservative estimate that y2001 will show 300mm equip to be 20-30% of revs. It was a great call and made me realize that the stock price has nothing to do with the reality of PRIA's biz. I'd like to hear from Carl also. He could fill in some blanks. D

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