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To: Chi-X who wrote (10278)11/14/1997 6:35:00 PM
From: stockvalinvestor  Respond to of 45548
 
Here is sales information for AMAT. Notice the large Asian percentages. Taken from 10-K.
Three Months Ended Nine Months Ended
July 27, July 28, July 27, July 28,
1997 1996 1997 1996
-------------- ------------- -------------- ---------------

North America 42% 29% 39% 33%
Europe 12% 9% 16% 15%
Japan 18% 26% 16% 23%
Korea 7% 21% 8% 15%
Asia-Pacific 21% 15% 21% 14%



To: Chi-X who wrote (10278)11/14/1997 9:39:00 PM
From: Pancho Villa  Respond to of 45548
 
Chi-X, naive question: how do you know who is selling? In this case Goldman Sacks.

Pancho


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