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

To: Paul V. who wrote (22687)	8/8/1998 1:04:00 PM
From: Joe Sabatini	Read Replies (1) \| Respond to of 70976

To: All Re: Robertson Stephens, Aug 7th, 10am meeting analyst notes Semiconductor Capital Equipment Sector Believe it is "too early to be early." Applied Materials a,b (AMAT $35-15/16, LTA) to announce after the close on Tuesday-have already preannounced, but believe there may be disappointment with the call. Believe linking of capital equipment stocks to DRAM stocks may continue for awhile-although it doesn't make sense to us as DRAM prices are increasing because of less supply as DRAM fabs are being shut down and therefore don't require capital equipment purchases. Believe this downturn is likely worse than the last. . . Sue H. Billat 415 676-2892