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To: shane forbes who wrote (14994)	9/15/1998 11:47:00 AM
From: Tony Viola	Read Replies (2) of 25814

Shane, Applied Materials execs have been the furthest from awe-inspiring of any tech company execs that I have ever heard. Their CEO/Chairman Morgan said about a month ago in a warning, I think it was, that he had no idea when his industry would turn around. NO IDEA! Now this Bronson guy. Maybe that industry is that screwed WRT forward looking. I have no experience with them. They are a secondary effect kind of industry, being completely dependent on another (semiconductor) industry. Hard to make their own market that way. Certainly makes it that much harder looking ahead. However, I have heard some horror stories about how they do business, like in the areas of methods, documentation, design verification. I better shut up. Was hoping for the sudden rush in demand by now for the high end guys. I don't know what you mean by this. Please ekkaspulain. Tony

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