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

To: Raymond Wang who wrote (10403)	11/5/1997 10:33:00 AM
From: akidron	Respond to of 70976

about 16,000 people at this time of day - i'm one of them - I'mm try give a report

To: Raymond Wang who wrote (10403)	11/5/1997 10:43:00 AM
From: Norm Tock	Respond to of 70976

I just got in on the last few minutes....but the host, Jan, was impressed..she called him calm, cool and collected. One comment I heard Morgan make "1998 will be a better year for AMAT than 1997. " He also touted their 30% annual growth for the past 12 years, and said the world of communications depends on AMATs' capabilities. Also said they were doing some moderate buy backs, an on going process, but prefered to use their cash for growth.Pretty encouraging report really. Wish I had heard the entire interview! Norm

To: Raymond Wang who wrote (10403)	11/5/1997 10:43:00 AM
From: akidron	Respond to of 70976

he said he was confortable with projections, looked more than comfortable to me... he implied that he was comfortable with the stock when it was trading 55... reiterated his stick about amat as one of the great future global brands... does not see impact from SEA currency woes.... was genrally a bulls delight... if results are not spectacular i will be a b & mazed.... Kumer, he also confirmed what i've been saying, they spend exccess cashflow on growing business not buying back stock,