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To: IQBAL LATIF who wrote (18910)	7/13/1998 10:23:00 PM
From: Barbara Barry	Read Replies (1) \| Respond to of 50167

IQ, Good thing you don't have to write an article for every country that needs a bailout!<ggg> Regards, Barbara

To: IQBAL LATIF who wrote (18910)	7/14/1998 5:33:00 AM
From: IQBAL LATIF	Respond to of 50167

I am a bit surprised with new coverage initiated for AMAT despite of bad earlier projections for future earnings.It confirms our finding that AMAT will be a good stock to own at lows. I will like to bring to your notice a play in Europe-- AKZOY it is not a tech play-I like LSCC DAVX ASMLF ADSK ADBE CMOS ADI -- when ever the recovery comes in semis these stocks are wortth loking at- INTC good earnings if Ashok Kumar is right will help semis the most it will depend on forward looking statement. I will look forward to these earnings post close with interest as a lot will depend on these earnings for Techs.