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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Justa Werkenstiff who wrote (26558)	11/19/1998 11:23:00 PM
From: Ian@SI	Read Replies (2) of 70976

Justa, Very nice! And if I remember the conference call correctly, at least one analyst suspects that because AMAT was in its quiet period, it wouldn't have reported its Bookings/billings in time to get included in the preliminary numbers. Morgan didn't have an answer, but if the analyst is correct, we could see a sizeable jump with the revised figures next month. FWIW, Ian.

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