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

To: Joe S Pack who wrote (10009)	10/29/1997 11:02:00 PM
From: Kumar Nathan	Read Replies (4) \| Respond to of 70976

Karun & Others: This quarter will be a spectacular quarter for AMAT. It will be one of the best we have ever seen. I talked to few people at TSMC. They are saying that there is no slowdown in their capital spending. In fact the indications are that they might increase their capital spending especially TSMC. Therefore I expect an announcement soon to that effect. We will see a good surge in order backlog and financials will be very good. I expect an announcement of CTO during the conf. call. Most likely it will be Joe Bronson. Joe has overall experience but unknown to street. Most likely there will be an announcement in finance area. I am not sure whether it will be this time or next quarter. Watchout for huge surge soon. Regards Kumar