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

To: Ian@SI who wrote (22815)	8/11/1998 5:06:00 PM
From: KM	Respond to of 70976

No doubt. I just want to see if there's some pushing it up in the a.m. based on "beating" the earnings number and other superficial factors.

To: Ian@SI who wrote (22815)	8/11/1998 5:19:00 PM
From: D.J.Smyth	Respond to of 70976

research and development costs were 2% higher than average, product costs 2% higher than average, both of which are an anomally given the times and which would have given them another $.16 in earnings had both continued close to average. can't dismiss that sales for the nine months ended July 26, 98 are still 25% ahead of the same time frame in 1997; their systems for copper interconnect deposition are ahead of schedule; the system, if successful, which puts them ahead of the competition in nearly all areas. there are some significant positives here going forward.

To: Ian@SI who wrote (22815)	8/11/1998 5:20:00 PM
From: KM	Read Replies (3) \| Respond to of 70976

I hear that CNBC reports AMAT trading at 31.25 in the aftermarket.