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To: Ram Seetharaman who wrote (2223)	8/17/1999 6:20:00 PM
From: marquis103	Read Replies (2) \| Respond to of 2946

Ram. Unfortunately, investors are concentrating on the slowing booking numbers. B2B was 1.02 at 1.46 billion. Great report but just that one factor was enough to drag AMAT down 4 3/4 in after hours. NVLS also down 2 1/2. I think the sector will be weak for a short time until investors wake up to the fact that Morgan doesn't think this is the typical cycle we've been accustomed to. 20%/yr. projected growth for 5 years is not too shabby in my book. Russ