Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: Joe Donato who wrote (4953)	5/29/1997 1:56:00 PM
From: Kumar Nathan	of 70976

Joe: I dont see any reason why you should go on digging on any possible bad news in semiconductor industry and relate to AMAT. FSI outlook is totally insignificant to AMAT. AMAT avg daily sale is close to $17M. It generate $2M every hour. FSI quarterly sale is around $50M. Assuming a company invests close 5% of revenue in capital investments.Any slow down of FSI is a mosquito bite to AMAT. If I were you, I would be concerned if Intel, Samsung, TSMC comes out with any bad reports. Joe, please continue to post, so that we all can have bulls and bears diaglog and the discussions will be complete when we different opinions on the table. Convey my regards to your analyst friend. Regards Kumar. Kumar.

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