Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

3:59 PM EST

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To: MileHigh who wrote (24806)	10/2/1998 5:27:00 AM
From: Duker	Read Replies (1) of 70976

Milehigh, They have been hinting about doing something with the JV. I would guess that they have figured now is as good a time as any. My personal opinion is that Applied Komatsu has always been a bit of a strange beast ... a bizarre equity pick-up line on the income statement ... with little attention ever paid to it by most ... As far as the small loss ... they had announced a small loss after the restructuring for the quarter ... as near as I recall ... I did have a dream last night that AMAT opened at $16 ... that would be a pretty attractive level to add ... I fear that we may not get there, however. At $16, even Akidron would be tempted! --Duker

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