Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 3:59 PM EST

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To: Jacob Snyder who wrote (19198)	5/8/1998 9:08:00 PM
From: MileHigh	Read Replies (2) of 70976

Jacob, I have posted here irregularly lately...I appreciate your comments. I currently own zero shares in AMAT. Great company, but am still waiting for some clearer direction. FWIW, and it probably is not worth much, but I do not see the semi equip sales cycle firming any. Just a gut feeling as no one can predict the future, but I do see Morgan saying that orders remain soft and the 6-9 month outlook will still be unclear. This will not probably move AMAT down significantly, but some may sell if they bought AMAT recently looking for a firming sales cycle. I do not see it thought. I always read this board! Great commentary. Regards, MileHigh

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