Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Tito L. Nisperos Jr. who wrote (10630)	11/10/1997 10:16:00 AM
From: Tito L. Nisperos Jr.	Read Replies (3) of 70976

Elliott Rogers of Deutch Morgan Grenfell explained on CNBC that South-East Asia consumes just 6% of the Semi-Equip products coming from the U.S. and elsewhere that are being sold worldwide; that they sell a lot lot more of the Chips they produce cheaply using those equipments. He added that when investors drive the Semi-Equip stocks way way down, they "shoot first and ask questions later"...He likes AMAT, KLAC and another Semi-Equip stock.

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