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

To: FJB who wrote (18337)	3/31/1998 8:36:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Re:The substantial revenue over the past few months of Applied Materials Inc., a major supplier of semiconductor manufacturing equipment, can be attributed to continued orders from Taiwan Rob, I think it is safe to assume they are referring to the qtr ended Jan 30 and not the one we are currently in. Q1 was a record and most likely what they are speaking of. In addition, how would the CEO of Powerchip or any other firm know how AMAT's revs were at the current moment? They cannot. Regards, Brian