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Politics : Formerly About Applied Materials
AMAT 230.55+0.8%1:07 PM EST

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To: Paul V. who wrote (26703)11/24/1998 11:12:00 PM
From: John L.  Read Replies (1) of 70976
 
Paul things seem to be improving, but not anywhere near the pace the stock is going. Everybody hopes Japan fixes its credit problems and will finance the rest of Asia out of there problems. The first quarter will probably shed some light on how sustainable the recovery is, consumers and business better suck up the computers being built or there will be overcapacity and slowing at the beginning of next year. The Koreans seem ready to buy if they can get credit from somebody, time will tell.
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