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

To: Gottfried who wrote (17514)	3/11/1998 4:25:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

I WONDER WHO PRE ANNOUNCES tonight. i smell a disaster happening soon-a lot of complacency out there. eps stink-very risky buying stocks in the short term.

To: Gottfried who wrote (17514)	3/11/1998 4:38:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

GM, BB, All, Global Chip Sales Total $10.97 Billion in January SAN JOSE, Calif., March 11 /PRNewswire/ -- World semiconductor sales reached $10.97 billion in January, climbing $304 million from January 1997 totals, the Semiconductor Industry Association reported today. The 2.9 percent year-to-year increase made January 1998 the second strongest January of the 1990s. Europe topped year-to-year growth among world markets, boosting sales 10.5 percent from January 1997. The Americas and Asia-Pacific markets also had large sales gains from 1997, jumping 7.3 and 7.0 percent, respectively. In Japan, however, sales continued to slump. January 1998 sales decreased 12.8 percent from January 1997 sales. "January sales reflect the impact of Asia's economic malaise combined with a seasonal pattern of sluggish sales. Historically, long-term sales have grown despite short-term weaknesses," said SIA president George Scalise. For example, January sales in the Asia-Pacific decreased 6.5 percent from December. Since 1990, however, sales in that region have increased by an average of 26 percent per year. All major markets showed sales declines from December to January. Sales in the America's, European and Japanese markets dipped by 3 percent, 2.2 percent and 7 percent, respectively. Data for the Global Sales Report was collected by World Semiconductor Trade Statistics (WSTS), an organization that represents 70 companies. The WSTS also prepares semiannual forecasts for the chip industry and issues monthly reports on semiconductor sales by product and geographic region for subscribers. A summary of the Global Sales Report is attached. The SIA is the leading voice for the semiconductor industry and has represented U.S.-based manufacturers since 1977. SIA member companies comprise 90 percent of U.S.-based semiconductor production and employ a domestic workforce of more than 150,000 people. January 1998 Global Sales Report Month-to-Month Sales Market December 1997 January 1998 % Change Americas 3.803 3.687 -3.0 % Europe 2.568 2.512 -2.2 Japan 2.528 2.352 -7.0 Asia Pacific 2.584 2.415 -6.5 Total $11.484 Billion $10.968 Billion -4.5 % Year-to-Year Monthly Sales Market January 1997 January 1998 % Change Americas 3.435 3.687 7.3 % Europe 2.273 2.512 10.5 Japan 2.698 2.352 -12.8 Asia Pacific 2.256 2.415 7.0 Total $10.664 Billion $10.968 Billion 2.9% Rolling Three-Month Average Sales Market Aug/Sept/Oct Nov/Dec/Jan % Change Americas 3.977 3.687 -7.3 % Europe 2.537 2.512 -1.0 Japan 2.744 2.352 -14.3 Asia Pacific 2.732 2.415 -11.6 Total $11.990 Billion $10.968 Billion - 8.5 % Note: Some numbers may not add due to rounding. SOURCE Semiconductor Industry Association CO: Semiconductor Industry Association ST: California IN: CPR PUB SU: SLS 03/11/98 15:48 EST prnewswire.com

To: Gottfried who wrote (17514)	3/11/1998 4:40:00 PM
From: Big Bucks	Read Replies (4) \| Respond to of 70976

Gottfried, Do you know the date that you posted the request for predictions, I will see if I can find the original post to validate my claim. I still see the stock at $40 at the end of the year (after split, etc) as your original post requested, now had you asked for our predictions for the HIGH for '99 that would have been more like $120. See, there is method to my madness, someone protested and requested clarification, Thanks Marc!! GM, a little addition to your analogy about the tree/winter/roots/ fruit/etc. Even a healthy tree needs to be pruned to clear away the dead/unheathy wood in order to flourish and bear larger fruit!!! Arborially, BB