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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (13759)	12/22/1997 2:17:00 PM
From: davesd	Read Replies (2) of 70976

Brian, I talked to three semi companies in the last few days, one was AMAT. The other two (MTSN, PRIA) said that they are seeing softness in general in the market, only a month or two ago they didn't expect any changes in business...that's changing now. AMAT IR person gave me a standard line that followed the comments made during the conf call....no pushouts from asia yet and still shooting for 51c for the quarter and $2.10 for the year. I did not sense too much confidence in her comments...she was basically reading a script. I still think we will be getting a warning before earnings on the 9th. Some of you think I am forecasting the end of this industry....not at all...I am just trying to figure out when we will hit bottom so that I can add to my current position and stop hedging it. AMAT will survive any downturn as many other companies will....like buck...I'm just trying to gauge the bottom. dave

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