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

To: Justa Werkenstiff who wrote (19913)	6/4/1998 4:44:00 PM
From: Andrew Brockway	Read Replies (3) \| Respond to of 70976

Justa, I don't think the volume that we've seen the last 10 days has been "fund" volume. When funds (more than just one) actually move it should be quite noticeable (volume and %change). At the moment we haven't had any indication from AMAT's management that the future is "very uncertain". Right now we have the last cc where there was talk about better days in early 99. Sun-shine around the corner! When the funds get news (from AMAT) that things will be stagnant for a significant period of time and that a turn-date is unclear, then we'll see the funds move money somewhere with more potential (1yr to 1.5yr period). I don't think that type of move has happened yet. Andrew