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

To: Paul V. who wrote (18473)	4/2/1998 10:26:00 PM
From: Ian@SI	Respond to of 70976

Paul, Long term, I'm confident that AMAT will rise. How much, I don't know, but I do believe it will continue to beat the market by a wide margin. In the interim, might it see Teri's estimate of the teens or less? I doubt it but there's a slight probability - IMO less than 15%. Will it see 100 before the end of next year? Again, IMO a probability of less than 25% unless the move to 300mm is moved up to 2000, and that's very unlikely. Cu or .18micron may provide the needed impetus. Ian.