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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (11943)	11/24/1997 12:11:00 AM
From: Kumar Nathan	Read Replies (4) of 70976

Tito: Last week I was away and was in meeting with TSMCmanagers. As I posted several weeks ago, AMAT posted a very good quarter and posted very good backlog. Fortunately it is close to my estimation and TSMC also, as I posted earlier, placed substantial orders. I will post regularly starting next week. But I noticed that there is pessimism/nervousness in our thread. IMO it is totally unfounded. SEA crisis has nothing to do with AMAT business. In this business money is not the criteria. Technology is the driver seat. This business is highly price insensitive. If anybody dont understand that , then they are clearly naive. I am responding directly to that Sutro analysts in this post. Foundries in SEA are highly politically connected and to a great extent well subsidized. Therefore money is not the criteria and I see much brighter future for AMAT. AMAT started a new initiative called Green Initiative. Many foundries have shown keen interest on what AMAT were doing on this. IMO most of the customers are locked in with AMAT. I anticipate AMAT to rally starting this week. I havent had a chance to listen to conf. call and I am depending on Ricardo to publish the details in his web page. If anybody has detailed notes please post it. I will post regularly starting tommorrow. Regards Kumar

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