Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.18

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10:54 AM EST

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To: Darin who wrote (26290)	11/15/1998 8:52:00 PM
From: blake_paterson	Read Replies (2) of 70976

Darin: Thanks for the analyst report. Is that available gratis or do you have to subscribe. I presume it's Prudential? IMO, key issue this earnings report will be the details and wherewithalls of the impaired asset writedown. This speaks poorly of their outlook, almost more so than the layoffs, IMO. Also the Komatsu jv discontinuance. Anybody have a read on these? Its easy to hide "real" losses in writedowns... BP

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