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

To: Proud_Infidel who wrote (14139)	1/5/1998 10:51:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Brian, comment on >>China Drops High Tariffs on Semiconductor Equipment<< I'm not going to invest MY $1.5B in China! The government is arbitrary and has been known not to honor commitments. Besides, I can get a $ 0.5B subsidy by building the fab in, say, Germany. So this announcement is not going to lead to the building of ADDITIONAL fabs, therefore no ADDITIONAL business for AMAT. Took the words out of your mouth, Dave D.? GM

To: Proud_Infidel who wrote (14139)	1/5/1998 10:54:00 AM
From: Jeffrey Thompson Hunter	Respond to of 70976

Brian..looks like someone figured out earnings are a good thing.With msft,cpq and dell snapping back above 50 dayers,and amat 50 and 200 intersecting at about 33,new year,se asia stabilizing(fingers crossed),bla bla bla....dow crossing 8000,another fake-out breakout, or real thing??never a dull moment.Would not be surprised to see 2 day rally to 35.no help,me.

To: Proud_Infidel who wrote (14139)	1/6/1998
From: Big Bucks	Respond to of 70976

Brian, The pilot line in Germany will not appreciably impact AMAT's sales/earnings unless it leads to a full fab which would require multiple equipment purchases by 2000+, hopefully this will be the case, but short term it probably isn't important as they will be probably be evaluating 1 of a kind purchases from various vendors to assess their production capability aspects. I'm not sure about the "Chinese Connection", unless the laws have changed, American companies are forbidden by law to sell leading edge high tech equipment to Communist ruled countries. I don't think this will open any doors to American companies but the Japanese and other non-US companies will likely get this business. Regards, BB