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Politics : Formerly About Applied Materials
AMAT 261.75-3.1%11:28 AM EST
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To: Proud_Infidel who wrote (22861)8/11/1998 11:03:00 PM
From: Ian@SI  Read Replies (1) of 70976
 
BK,

Re Increased market share: I heard "maintained or increased market share". Certainly, one of the highlights of the call.

Re "Where'd the cash come from?" I believe 8% net on almost $900M revenue generates a big chunk of loose change.

Thanks for the notes, they made listening much easier.

Ian
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