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

To: Jocelyn Bolick who wrote (9389)	10/24/1997 11:00:00 AM
From: Jeff Mills	Read Replies (1) \| Respond to of 70976

I think its time for Morgan to come forward and talk to shareholders. This business of AMAT getting marked down 10% day after day is not healthy. Morgan had no problem appearing on CNBC when the stock was $100, selling the story, saying how good and glamourous the business was. Now the stock is at $66--and he is nowhere to be found. If business is heading into another downcycle, tell us. The tape is speaking loud and clear that eqipment sales in 98 will be WEAK. Morgan needs to speak up.

To: Jocelyn Bolick who wrote (9389)	10/24/1997 11:05:00 AM
From: BOGEY	Respond to of 70976

ALL...From 3ad qtr earnings report 12 August: 1. 48% of sales from Asia/Pacific Region 2. Sales accelerating in Asia/Pacific Region How problems in Asia/Pacific region will affect AMAT sales is anybodies guess at this point.