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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (31503)	7/19/1999 7:30:00 PM
From: Henry D	Read Replies (1) \| Respond to of 70976

Brian, i hope the problem is NVLS specific and not the industry's. Maybe its that U shaped recovery that's popping back up. Guess investors were hoping for a more rapid V shape recovery. The back end ATE has been seeing good numbers though.

To: Proud_Infidel who wrote (31503)	7/19/1999 7:44:00 PM
From: Tony Viola	Respond to of 70976

Brian, Re: It will be interesting to see how well AMAT fares next month. Considering the euphoria surrounding the turnaround taking place, you would think NVLS would have beaten estimates. I wonder how much share they have ceded to AMAT. Will be an interesting CC to say the least. Morgan has been like a broken record lately with the 'AMAT gaining market share' mantra on TV recently, and as far back as at the shareholders' meeting in late March. Of course, it's a pleasant broken record sound in this case. Tony