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To: Philip W. Dunton, Jr who wrote (2984)	8/9/2000 5:42:29 PM
From: tejek	Read Replies (2) \| Respond to of 3661

AMAT report very upbeat. Things look great for the sector. This is not what the nervous nellies were looking for. Looks like that idiot chip analyst from MSDW might have to eat some crow. Phil, Yes, the part that's the best and most puts into question Soloman Smith Barney's call from a few weeks ago is that new orders at $3.28 were up 12% from last quarter and new orders for next quarter are expected to be up again to $3.5. Now, can we rally tomorrow? ted