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

To: Kumar Nathan who wrote (12781)12/8/1997 4:30:00 PM
From: K.Ramesh  Respond to of 70976
 
Kumar,
The stock seems to be following CISCO's pattern earlier
this year, when there was a wholesale uncertainity with the
networking sector. The stock went down to 46 before rebounding.
So , this downward movement during the past couple of months
could be either due to
(a) There is some bad news which we all don't have access to
but somebody out there knows it
or
(b) The same uncertainity/insecurity which plagued CISCO due to
earnings warnings from a number of networking stocks is being
reflected in AMAT as well
Regards,
Ramesh Krishnamurthy



To: Kumar Nathan who wrote (12781)12/9/1997 8:17:00 AM
From: Michael R  Respond to of 70976
 
* * * OFF TOPIC * * *

Kumar,

Are you familiar with AVTI?
From the link below it looks like a company which may be getting in the right business at the right time. Accord (AVTI) specializes in remanufacturing the equipment of Applied Materials.

biz.yahoo.com

If you know about AVTI or have any thoughts, please let me know.

Regards,

Michael


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