Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.72

+1.3%

Dec 3 3:59 PM EST

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To: Andrew Brockway who wrote (19915)	6/4/1998 8:58:00 PM
From: Justa Werkenstiff	Read Replies (2) of 70976

Andrew: The volume is currently consistent with the scenario I described for the March - April time period. Moreover, I do not recall Morgan doing a jig during the cc while singing "sunshine is right around the corner." In fact, I remember quite a somber forecast of limited visibility. At no time did AMAT say there would be sunshine in early 1999. AMAT management put out the scenario of an order rate bottom not until the second calendar quarter of 1999 as a distinct possibility. I guess that is one reason why AMAT may have dropped around 30% since that cc. : )

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