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

To: jtechkid who wrote (19356)	5/13/1998 10:05:00 AM
From: Lone Star	Read Replies (1) \| Respond to of 70976

Bottom line * things suck now, but they really suck for Applied's competitors * Applied knows how to navigate in bad weather, have seen lots worse over the years * This lull helps Applied in a few ways, the most important is a breather to allow time to focus on a wide array of new products/markets and get ready for the next upturn * next upturn? Yes, its fair to assume the insatiable consumptionm of chips will continue. Asia etc. is meaningless in and of itself except for its lowering overalll chip demand somewhat. The only thing that matters to the chip equip. industry is chip demand, and the switch to .25 and .18 and the move to new processses. Chip demand moves capacity needs, the others move the repacement market.

To: jtechkid who wrote (19356)	5/13/1998 10:13:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 70976

Did you guys/gals see Morgan on Cnbc this morning. The thing I have always respected about him is his honesty and integrity, something that Case/Pitman at Aol should learn from. Anyway, what was funny, when Mark Haines asked him, 'When you get a better feel for when you see your industry turning around, would you please let us know?'. Morgan replied ' Sure, and If you hear of any orders, please let me know, because I've got my people running all over the world looking for them. As long as this man is running Amat, at least you will know, he'll be doing his best and always telling his shareholders the truth.