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

To: Proud_Infidel who wrote (14353)	1/9/1998 6:23:00 PM
From: James Valliere	Respond to of 70976

Brian, I'm waiting for the order pushouts and/or cancellations to be announced by AMAT (in ref. to Korea); when that happens I believe it will be time to buy! buy! Regards, JSV

To: Proud_Infidel who wrote (14353)	1/9/1998 6:37:00 PM
From: Steve Rolfe	Read Replies (2) \| Respond to of 70976

Below is the link to the 1997 4th quarter report posted on Applied's web site dated November 20, 1997. I found it helpful to read again. How much of this has changed in less than 2 months? Probably the most significant change is that new orders representing 30% of the total orders coming from SEA in the 4th quarter will be much less in 1998 1st qtr. I liked this statement the best: "Backlog at the end of fiscal 1997 increased to $1.72 billion, from $1.42 billion at the end of fiscal 1996. " appliedmaterials.com