Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: Teri Skogerboe who wrote (8722)	10/16/1997 10:23:00 PM
From: Eric Sandeen	of 70976

>>I don't see that much has changed in the last 48 hours. Exactly. Nothing about Applied Materials has changed to make us lose confidence. There has been no negative change in management, market share, technology, etc. Actually, Applied just won a "Best Product" award for its DPS systems! Not much has changed with the overall market, except for seasonal cycles. People are acting like someone just found a way to grow chips on a tree, instead of using Applied's machines. I'm in this long, and I can't wait 'til Morgan starts talking about "black bananas" and "family jewels" on the conference call, and we get back on track. He has the tendency to talk sense into people. :-) Just my $.02 -Eric

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