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

To: Katherine Derbyshire who wrote (21250)	7/9/1998 9:02:00 AM
From: TOM KARIS	Read Replies (1) \| Respond to of 70976

TOKYO ELECTRON down 9% 400yen to 4000yen, MLynch cut revenue estimates for the #2 player to 423Byen from 505Byen. If these guys are hurting with a weakening yen, just imagine AMAT business outlook with a strengthening dollar. AMAT being down yesterday on such a strong day means in my opinion that SEMICONWEST will be when weakness will leak out to analysts, & major players in stock. Although this might have happened already considering weakness yesterday and today at opening. Good luck. TK