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

To: Wes who wrote (35263)	5/18/2000 4:08:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Wes, I believe you left out the real reason AMAT is depressed- everyone has been shaken by the Naz decline. I doubt very much whether sellers are making their sell decisions thinking the cycle in semis is nearly over....it has just begun and 300mm is not even a factor yet. AMAT is down because the overall market is down, pure and simple. JMHO BK

To: Wes who wrote (35263)	5/18/2000 4:25:00 PM
From: robert b furman	Respond to of 70976

That was an excellent real historical recap. Thanks Bob

To: Wes who wrote (35263)	5/18/2000 5:02:00 PM
From: Mark Duper	Respond to of 70976

Wes, thanks for the insight. Being relatively new to AMAT (< 1yr.), I appreciate your analysis. It makes sense. Sup.