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

To: Paul V. who wrote (23202)	8/24/1998 1:20:00 AM
From: Jeffrey D	Respond to of 70976

Paul V:<<That is one reason I have confidence in AMAT's CEO Morgan he appears not to be locked in to one position but also prepares for the turnaround. IMO, when the turn around comes AMAT will be extremely strong. Maybe, my judgement re: Morgan is incorrect, if so please correct me. Just my opinions.>> Paul, The Red Herring agrees with your assessment of the AMAT management....so do I. AMAT is also one of Red Herring's top 50 public tech companies. Best regards, Jeff Red Herring<<Finally, although semiconductor capital equipment makers have seen their assembly lines slow to a crawl, we recognize Applied Materials for its strong management, near-monopolistic stature, and considerable experience with the temperamental worldwide semiconductor market. Remember: it's cyclical, and Applied Materials, along with its rivals, will be back. >>