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

To: Paul V. who wrote (29065)	3/13/1999 11:12:00 AM
From: Bryce Elkins	Read Replies (1) \| Respond to of 70976

Paul - If I understood Proposal 3 correctly, 10% of shares could change or hinder any proposal, e.g. one or two funds could manipulate the rules to their benefit which might not be mine. I voted with management against it. Ble

To: Paul V. who wrote (29065)	3/15/1999 10:22:00 AM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

Paul, so you are from the "Show Me [the money}" State. Don't know why, but I figured you were residing in luxury in the Silicon Valley. O.K., if I go, and I am planning on it, I will try to recall my note taking skills from college and report back what I hear. As far as the voting issues I am usually against any kind of poison pill provision as I think it takes the accountability for results away from management. I do think, however, in AMAT's case that Morgan is doing a great job so I will probably end up voting with management. Jeff