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Politics : Formerly About Applied Materials

AMAT 256.40

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3:59 PM EST

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To: Proud_Infidel who wrote (14034)	1/1/1998 9:23:00 PM
From: H James Morris	Read Replies (2) of 70976

Interesting article in latest Business Week (jan 12th, page 88) issue. It starts, After two years of bumpy results, executives in the computer and Semi industries were looking forward to a resurgence in 98. But that was before Asia's economic sniffles turned into a case of the flu (the article then changes the name of flu to disease). Bw then talks more upbeat, even suggesting Wall Street has been overreacting. James C. Morgan seems to agree. He is quoted as saying "His sales might get nicked 5% IF Korea slashes spending on chipmaking equipment in half (currently, worst case forecasts), a retrenchment he considers overly pessimistic. Although, it seems pretty clear that this Sector will experience its up's and downs and it might be a better market for gambler's or risk takers. I recommend Amat investors read this to get a better idea on what be in store for us. Happy New Year TaffyII

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