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

To: Andy Yamaguchi who wrote (32016)	8/18/1999 5:54:00 AM
From: Justa Werkenstiff	Respond to of 70976

Andy: Re: " In the conf. call, I did not hear any analyst said "congratulation". Not good sign." You were not listening too carefully. I heard about three such remarks.

To: Andy Yamaguchi who wrote (32016)	8/18/1999 7:39:00 AM
From: Duker	Read Replies (2) \| Respond to of 70976

Listen to the full call and you will hear a congratulations ... the reaction can be summed up with the What's News summary on the front page of the WSJ: Applied Materials posted a more than fivefold profit increase for the third quarter, easily topping estimates. But the company's orders fell short of some analysts' hopes. The Soundbyte Society marches on ... I still thought it was a poor call. They did an awful job summarizing the environment. Clearly, there are some company-specific issues at work here. Not the least of which is that, by virtue of their size, they can not grow a whole hell of a lot faster than the market without scaring the poop out of the IC companies themselves ... --Duker