Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: davesd who wrote (8646)	10/16/1997 2:20:00 PM
From: Terry D	of 70976

Dave - Your opinion is a welcome whiff of reality amongst the cheerleading. While I don't own any AMAT today - I do respect the company and it has been my biggest winner of the last 12 months. The BTB was much weaker than expected - take out test and it was close to 1. My questions - Re: strength in test. Classic late cycle? Wrapping up existing fabs? Bad news? I think real slowing is not until summer 1998 - but of course the market is looking well beyond that point. What little names are you looking at these days? TIA - td

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