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

To: Teri Skogerboe who wrote (21027)	7/1/1998 9:56:00 AM
From: TOM KARIS	Read Replies (1) \| Respond to of 70976

The last hurrah for this stock. I think

To: Teri Skogerboe who wrote (21027)	7/1/1998 1:16:00 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 70976

Teri: re: Predictions Dark For Gear Firms Drop in business may be steeper than expected, they fear; getting ready for less By Carol Haber Semiconductor equipment companies are predicting substantial shortfalls in earnings and revenues in the current quarter and possibly worse results in the next one. Looming larger is Asia, while the ongoing inventory correction in the semiconductor industry--and PC arena--and pricing pressures continue to exact heavy tolls. A number of Wall Street analysts have already moved back the projected equipment "turnaround" to the middle/end of 1999 from the 4Q98/1Q99 timeframe; but the outlook for 1999 is still "very, very open," one said. Visibility is abysmal. Gee, teri, you or I could have written that. In fact, I think we did, in June and May and April and........ Interesting that the stocks made their move (AMAT 39 to 26) before we started seeing a lot of articles saying the industry turnaround was going to be 3 quarters further out (3Q 99 rather than 4Q 98). Still holfing off.