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Politics : Formerly About Applied Materials

AMAT 301.88

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3:59 PM EST

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To: Jacob Snyder who wrote (45878)	4/25/2001 8:40:59 AM
From: michael97123	Read Replies (2) of 70976

FWIW, I finally got confirmation of a huge sale that has been pending for months. Last weeks naz has given us some visibility--thats the good news. The bad news is that this happened in january. If May and June turn into february and march we are all screwed. I dont think the economy can handle another look at naz 1600. Even if it holds consumer sentiment is so delicate now that the effects could be disastrous. However, I believe what I have been hearing and now seeing that orders are beginning again, albeit slowly. The order I received is for a June kickoff so this quarter will be our worst ever. Third quarter will automatically improve with this one sale alone, but I have already communicated to other clients that the line is forming and by sometime in the summer we will Full up with work. Thats a sales ploy but the up direction for my business seams set. If the rally doesnt hold ceo says slash and burn(layoffs etc) will be next.

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