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

To: Tech Buyer who wrote (14185)	1/6/1998 8:37:00 AM
From: Proud_Infidel	Respond to of 70976

Lack of 300mm tools dealying pilot lines techweb.cmp.com

To: Tech Buyer who wrote (14185)	1/6/1998 8:40:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

They now realize that it should not have traded that low, and decide to give it more support during future downturns, such as late 1997. Therefore, I very much doubt that we will see AMAT trading at 1x sales this year Also, there was a great concern in '96 that the equips would be showing losses in the coming qtrs., which never came to fruition for AMAT. This is much of the reason companies like AMAT, KLAC etc. trade at premiums over companies like LRCX. They have proven themselves in the downturns. Consequently, I do not see AMAT going anywhere near 1X sales anytime soon. Regards, Brian