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Politics : Formerly About Applied Materials

AMAT 238.06

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To: Jacob Snyder who wrote (20937)	6/27/1998 5:00:00 PM
From: Gottfried	Read Replies (1) of 70976

Jacob, "TAP As A Leading Indicator" by Carl Johnson Thursday, June 25, 1998 The test, assembly, and packaging (TAP) segment of the semiconductor equipment world has often provided investors with a good indication of what is happening in the capital spending world. techweb.com test, assembly and packaging infras.com front end infras.com After we all study these two charts, lets discuss them. GM

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