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

To: William Griffin who wrote (32000)	8/17/1999 6:10:00 PM
From: Terry D	Respond to of 70976

Hear the answer re Japan? "They are growing the industry in other ways...direct contracts with foundries..."

To: William Griffin who wrote (32000)	8/17/1999 6:36:00 PM
From: Paul V.	Respond to of 70976

William,Not sure if I buy this argument. Anyone else have an opinion on this? Has this occurred before? Seems like it would be a reoccurring thing if valid. One thing I have learned is CEO Morgan has high credibility with WS. He has not mislead us in the past and I doubt if he is at this point. His remarks on Squawk Box Wednesday morning will clarify any mis-speaks if any were made. Just my opinions. Paul