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

To: derek cao who wrote (13357)	12/15/1997 11:28:00 AM
From: gambler2	Respond to of 70976

That's definitly good news for long term holders..thanks..

To: derek cao who wrote (13357)	12/15/1997 11:38:00 AM
From: Proud_Infidel	Respond to of 70976

Re:the current view from james morgan: Does anyone know when the interview tok place? It would be heartening if it took place on Thursday. Took place after Nov. 20 because he talks of the orders announced. Can anyone pin the definitive date? TIA, BK

To: derek cao who wrote (13357)	12/15/1997 11:51:00 AM
From: P.T.Burnem	Respond to of 70976

IBD: How have economic troubles in Asia affected chip equipment sales? Morgan: We announced three orders (on Nov. 20). One for Taiwan Semiconductor Manufacturing for $100 million. Korea's Hyundai (Electronics Ind. Co.) is strategically investing, particularly in Europe, for their expansion in the future. (Hyundai signed a $35 million contract.) Anam Industrial Ltd. (in Korea) is expanding (digital signal processing) capability (with a $52 million order) in their joint venture with Texas Instruments Inc. Those are things that we expect will continue. There he goes again... Jim Morgan is as weasely as they get. Watched him inteviewed on CNBC a couple of weeks ago - not a straight answer! PTB