Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

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Nov 28 12:59 PM EST

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To: Big Bucks who wrote (17422)	3/9/1998 3:07:00 PM
From: Steve Rolfe	Read Replies (1) of 70976

FWIW, I called Investor Relations today and Sherry told me there has been no change in their forecast for the quarter, although she did mention that there are things out of their control as everyone knows. She also stated how they have historically been able to gain market share in downturns (this has been mentioned on this thread many times). She also mentioned that they are well diversified - I believe she was talking about clients when she said this.

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