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

To: Justa Werkenstiff who wrote (19096)	4/30/1998 6:10:00 AM
From: H James Morris	Respond to of 70976

It was alleged today that Amats Ceo, Mr Morgan was going to lay off, his entire Sales Force, saying ' From now on we will sell, all of our products on the Internet' Wall Street responded by trading Amat, up 15 1/2 points, in active trading. Atfter the market closed today, it was reported that , AOL, gave Mr Morgan a present.

To: Justa Werkenstiff who wrote (19096)	4/30/1998 2:22:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Justa, predictions for the semi industry have had poor accuracy. A few months ago they were more optimistic and saw a turnaround earlier than they do now. But I don't know whether the Adams prediction of a poor 1999 isn't just as inaccurate. If other houses join this prediction, it should have the effect of putting semi equipment stocks in a holding pattern (or a mild decline). This would allow these houses to use their money elsewhere, and come back to buy semi equips at leisure later. GM