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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Gottfried who wrote (19350)	5/13/1998 5:36:00 AM
From: Justa Werkenstiff	Read Replies (3) of 70976

GM: Morgan: " I don't think the industry is in as bad a shape as people kind of at the moment think it is because we usually get pretty negative about the time it moves into a new phase." I wish Morgan would stop wasting his time reading this thread <g>. Morgan said visibility was limited to not much beyond one quarter. For the sake of accuracy, he never said it was zero. Morgan said he does not know when there will be a turnaround. He says they just manage one quarter at a time. He said that if he knew when there was going to be a turnaround, he would tell us. (AMAT has given a bottom range of between the fourth calendar quarter of 1998 and the second calendar quarter of 1999). But I am glad I read this thread because there are people here who are absolutely certain that a turnaround is way off. That's what I like about this thread. There are people here who have greater visibility into industry trends than Morgan himself <g>. One more thing. I think it is ironic that while institutions were net sellers the past three months, AMAT was buying back stock.

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