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

To: Proud_Infidel who wrote (33516)	12/20/1999 1:51:00 PM
From: Sonki	Read Replies (1) \| Respond to of 70976

Semiconductor book-to-bill data for November will be released after the close today; Merrill Lynch forecasting total equipment ratio to be 1.10 versus 1.09 in October and front end equipment ratio to be 1.14 versus 1.12; firm views ratio as a lagging indicator and simply reflects the news companies have already reported; expects December ratio to increase sharply. the stock is way over due for a split announcement.. according to amat website they split every two years. we were suppose to already split by now... maybe we get a 3/1?

To: Proud_Infidel who wrote (33516)	12/20/1999 2:26:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Brian I don't know about an AMAT split (maybe they're waiting for next earnings to announce?), but all the news out of Japan and Asia seems good lately. Europe is also hanging tough now, I mean in chips and PCs sales. Looking very good for the semi sector to me. Can't wait for the next go-around of shareholders meetings to get the scoop straight from the horses' mouths. Not to call Morgan, Corrigan and Barrett horses, but. Oh, remembered if anyone else is interested in LSI's meeting, it's in Colorado this year. Tony