Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.92

+1.0%

3:59 PM EST

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To: Steve Rolfe who wrote (17558)	3/12/1998 1:09:00 AM
From: William Nelson	Read Replies (1) of 70976

Steve, I hope you're right about AMAT and asia... I bought SVGI thinking they were insulated from asia, then got blindsided by their awful warning this week. What seemed particularly ominous to me was that asia problems seemed to have affected them indirectly, by slowing down business at the non-asian semis they sell to.

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