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Politics : Formerly About Applied Materials

AMAT 327.69

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1:39 PM EST

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To: Terry D who wrote (4894)	5/27/1997 4:16:00 PM
From: Teri Skogerboe	of 70976

A snippet from the Electronics Alert dtd 05-26-97...... "Why Dataquest is bullish What's making Dataquest more optimistic about this year's chip sales is stronger system demand--one example is better-than-expected PC sales. It recently revised its estimate upward of 1st quarter PC growth in North America to 21%. Dataquest is looking for a 12.1% hike in chip revenues this year, up from $142 billion in '96 to $159 billion. Demand side of the equation remains solid, analyst Joe Grenier said at a Dataquest meeting this past week in Japan. What can easily get out of whack, he said, is the supply side."

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