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To: Grand Poobah who wrote (12347)	5/13/1998 9:20:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

GP: Re: Normally I am quite bullish, so I find it strange that in the case of semi-equips I seem to be more bearish than Wall Street. Well I'm not alone then! I agree with your quite bullish part - in fact there are very few industries with the pricing power of the semi-equips and the balance sheets as strong - I once said to TSO (aka the MIA one) that I have never seen a semi-equip I did not love! No clue about what the Street is thinking. Perhaps: (1) backlog did not drop as much as feared (2) saying unequivocally 850 million as rev. floor is impressive (3) of course this is AMAT - on my top 3 list of best managed companies (and I guess I have looked well into 200-300 companies by now) (4) gaining market share (5) balance sheet still strong (6) etc etc etc Shane (was wrong about AMAT going down in share price although I was right about the revenues and demand - both suck. However the stock price is beating to a different drummer!)