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Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

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To: Henry Eichorszt who wrote (29928)	5/5/1999 5:40:00 PM
From: MikeGolden	Read Replies (1) of 70976

Sue Billat was at the same industry conference I attended last week. Her comments today confirm my interpretation of an AMAT presentation that hinted at stronger than anticipated bookings and shipments for this quarter and next.

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