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

To: Math Junkie who wrote (26379)	11/17/1998 5:53:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Richard, >>>James Morgan on CNBC Squawk Box at 9:10 am Eastern Time tomorrow. <<< Thanks for the information. I will watch that. Perfectly synched with my morning habitat. Thanks again, Tony

To: Math Junkie who wrote (26379)	11/17/1998 5:57:00 PM
From: Joe Donato	Read Replies (2) \| Respond to of 70976

Hey, I'm neither a bull nor bear.. but from where I stand, AMAT is at or near it's yearly high. Based on these earnings, and an "uncertain" outlook, I would be hesitent to expect to break to new highs. The question that I have is, is AMAT's condition better now then a year ago (because it's price is about the same)?? Remember, a year ago, we didn't have much information on the Asian contagion, IMF loans, or on the budget cutbacks in Japan, Korea or Taiwan...