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

To: fred woodall who wrote (19254)	5/11/1998 10:22:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

fred, >He said that the situation would correct itself, and that the industry's "historical growth patterns" would return by next year.< IMO, the reason that AMAT is holding up is your post above. The investors recognize that AMAT is a good fundamental and technical stock and are looking 6-9 out. I agree with Gottfried, that the DW charts (supply and demand) are giving us the best indication of the direction of the stock. Guess we will know this week with earnings coming out. Threaders, please post when we get the phone # for the conference call. Regards, Paul V.