Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Joe Donato who wrote (26381)	11/17/1998 10:10:00 PM
From: Demosthenes	Read Replies (1) of 70976

Joe, <<The question that I have is, is AMAT's condition better now then a year ago (because it's price is about the same)?? Remember, a year ago, we didn't have much information on the Asian contagion, IMF loans, or on the budget cutbacks in Japan, Korea or Taiwan...> We're 1 year closer to the recovery than we were last year. Make sense? Rgds, D

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