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

To: 16yearcycle who wrote (25502)	10/19/1998 8:51:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Eugene, I just happened to look at short interest in WSJ and found AMAT s.i. decreased by 3,716,268 sh to 13,079,939 sh from Aug to mid Sept. Later numbers not yet available. Gottfried A link sent by Teri might help... >Test industry's annual bash opens amid 'worst downturn' ever -- ATE sees system-on-chip as a way out of rut< techweb.com

To: 16yearcycle who wrote (25502)	10/20/1998 3:31:00 PM
From: Math Junkie	Respond to of 70976

KLAC management tends toward the secretive side (e.g., conference calls not accessible to the public) but I don't think there is anything seriously wrong with the company, and it certainly has a dominant position with regard to the technology of inspection, metrology, etc. As was pointed out in a Motley Fools article, they have eschewed large-scale layoffs, since they know how costly it is to get new people up to speed once the upswing starts. This may make Wall Street nervous. For example, a couple of days ago, Briefing.com opined that there would be future layoffs at the company, but personally I doubt it unless business deteriorates substantially from here.