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

To: Ian@SI who wrote (17786)	3/17/1998 5:15:00 PM
From: Teri Skogerboe	Respond to of 70976

Ian, Re: "AMAT is and will remain the equipment leader." That fact didn't stop AMAT from trading at 11 and change (split-adjusted) during the '96 downturn. Re: "I'm glad that at least one person was able to correctly interpret my post." Your post was so highly technical I'm sure he was the only person who had even a small shot at "interpreting it correctly". About your "safely ignoring" the near-term "noise", the market seems to be doing a good job of ignoring a lot of weak fundamentals for today at least, but I'm not sure how "safe" that idea is. That's a decision each of us has to make on our own in my view. Teri