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Politics : Formerly About Applied Materials
AMAT 254.72+0.9%3:59 PM EST

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To: Terry D who wrote (15173)1/30/1998 11:34:00 AM
From: Teri Skogerboe  Read Replies (2) of 70976
 
TD,

I agree fully that much of the bad news is in the stock. Also agree that it could set up the CC for a positive spin. However, this flies in the face of Cymer's comments yesterday where they cited a slowing market. I guess the question is the extent and duration of the downturn. I don't have answers on this. Wish I did.
ts
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