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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: Henry Eichorszt who wrote (28817)	3/3/1999 10:08:00 PM
From: Ian@SI	Read Replies (1) of 70976

Henry, I believe there's a strong possibility of precisely that happening. Many of the announcements recently have been from Koreans seeking immediate delivery. For example, MTSN just announced an order for which they have completed delivery but which I strongly suspect wasn't in the bookings that they reported with the 4Q earnings report. But don't tell anybody. Let the fund managers continue dumping. We might get some extraordinarily good prices. Ian.

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