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Politics : Formerly About Applied Materials
AMAT 301.88-1.0%Jan 14 3:59 PM EST
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To: Kumar Nathan who wrote (13425)12/15/1997 9:37:00 PM
From: Dr. Bob  Read Replies (1) of 70976
 
The fact that some Korean firms have cancelled equipt. orders is common knowledge since KLIC's warnings. I think it's highly unlikely that MU's management has any inside information on additional cancellations; neither the Koreans nor the equipt. companies would be likely to share that information with them. So I suspect they were referring to the already announced cancellations, and that SHOULD not have a significant impact on the market tomorrow.

Bob
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