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

To: Gottfried who wrote (34798)	4/13/2000 9:23:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

G., Methinks you're a little quick to call shipments down in February. That was a "PRELIMINARY" number. And the Prelims have been revised upwards sharply for the past several months. I see no reason for these upwards revisions to stop any time soon. BWDIK, ;^) Ian.

To: Gottfried who wrote (34798)	4/13/2000 9:36:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 70976

G: AMAT's demise today was a KLAC driven event IMO. KLAC broke down in the afternoon and took down AMAT. Looks like there were too many people who wanted to sell the earnings news in KLAC by the close at any price. AMAT put up a good fight but sold out in a firestorm. The semi equip liquid issues tanked and a good number of the illiquids did nothing except watch like deer caught in the headlights. Of course, the overall Naz market did not help matters. KLIC looks strong here.

To: Gottfried who wrote (34798)	4/13/2000 10:18:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 70976

I didn't realize AMAT's hair was clipped to short until after I posted you last! When you think about AMAT, I believe you have to think beyond DRAM. One example is TXN. TXN sold their dram division to MU a couple of years ago. Moreover, TXN is a big customer of AMAT. In 1999 TXN presented AMAT with an award of excellence! TXN is into DSP chips which will be used in all sorts of devices, including cell phones. In the future,PCs may be a minor player when compared to the network appliance area, and other electrical appliances: film projectors, for instance. You should know that TXN will have very, very good earnings this year. In the future, when we think about AMAT's prospects, I believe that we have to include DRAM, but, to me, it's possible that DRAM may only be a very small part of the future. Cheers, Mephisto PS: I know I am behind with my posts. I apologize to everyone!