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


To: FJB who wrote (18561)4/5/1998 2:45:00 PM
From: jack montgomery  Respond to of 70976
 
Hi Bob,
I think the big picture is weaker competitors and increased market share for Applied during crisis. This should result in a higher market valuation and stronger Applied. I think your Japanese analysis is correct.

Jack