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

To: Big Bucks who wrote (17565)	3/12/1998 1:11:00 AM
From: Steve Rolfe	Read Replies (2) \| Respond to of 70976

Come on BB that was 3 questions! I see your point - B2B is a good industry guide, but it is an average. AMAT could very well be doing better than the industry average. If I am a fund manager I should know enough about how AMAT does compared with the industry. I would hope a fund manager would not give more weight to an industry average than it would to a companies own numbers. AMAT's backlog and past performance indicates that they usually are doing better than the industry as a whole and normally take advantage of these downturns. you wrote: as well as increasing large orders announced in press releases... This is what I'm looking for! Have you seen any lately?<g> Steve