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Politics : Formerly About Applied Materials
AMAT 225.89-1.2%3:17 PM EST

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To: Duker who wrote (29331)4/1/1999 10:04:00 AM
From: Tony Viola  Read Replies (1) of 70976
 
Duker, Gottfried, CNBC is calling the AMAT analysts' and stockholders' meeting extremely bullish. Gaining share in 6 of 7 product types, leading in about the same, etc. I thought it was very upbeat with a lot of confidence and pride expressed by all that spoke...nary a negative word in the house. I guess I don't go to enough of these to tell a very bullish one from a "hey ,we're doin' fine one". What I posted over on Intel, and the one slide that I mentioned there re 1998 vs. 2003 (projected) semi sales was awesome for the future of all semi, if it comes true. Looking forward to that slide coming up on AMAT's web page, and thanks, Gottfried for that suggestion to Morgan.

Tony

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