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

To: Tony Viola who wrote (31609)	7/26/1999 11:01:00 AM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

Hi Tony, I am going to be up in San Jose Wednesday and if time permits I think I will stop in at AMAT and ask about that new construction out there. I trust you will have "perfect" weather for me as you did on my last visit. <gg> Jeff

To: Tony Viola who wrote (31609)	7/26/1999 11:14:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Tony, Got to help companies like AMAT because their equipment doesn't know or care about the selling cost of the chips it's making. From this report, there will just be more chips, meaning more wafers, more equipment? Well said! Only a couple of months ago the Bears were making the argument, or trying to, that low-cost PC's would kill AMAT. Strike up one more incorrect Bear statement. Seems as if their incorrect arguments are as numerous as there are stars in the sky:-) BK