Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

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Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (30301)	5/18/1999 4:39:00 PM
From: Duker	Read Replies (1) of 70976

Cannot wait to hear the CC tonight. If JM can ameliorate the fears of the analysts regarding a 2H slowdown, it's off to the races. I am pretty sure that he is going to have difficulty doing that ... as it stands, some of the sell side guys (Elliot Rodgers, et. al.) are advising their clients to sell into the good quarter ... arguing like SSB that DRAM prices will screw up the late this year, early next year. I do not think that this is wise ... just what I have been hearing. I think that JM could sway 'em ... but, "they" are typically difficult to sway (as they do not think ... they just act). Love the webcast. --Duker

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