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: Frank Chen who wrote (9499)	10/24/1997 4:41:00 PM
From: Terry D	Read Replies (2) of 70976

FYI % of revenues from PacRim & Japan AEIS 9 AMAT 47 BRKS 29 CFMT 57 EGLS 24 FSII 36 KLAC 65 LRCX 40 MTSN 78 NVLS 64 PRIA 20 SVGI 10 TER 45 UTEK 45 VECO 31 AVERAGE 40 At this moment - I truly hate my portfolio, this entire discussion and this business. Hey, bartender! Spoke with AMAT IR - could not get them to say anything negative. Begged them to say anything bad - they admitted the INTC news is not great. We did agree that the coincidence of the "exogenous factor" that killed the market also specifically targeted semis kind of sucked. More deep thoughts on Monday. td

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