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

To: Paul V. who wrote (29234)	3/27/1999 6:04:00 PM
From: John L.	Respond to of 70976

Hi Paul, I think that the meeting will be positive in what is happening so far in '99. There are still concerns that the recovery could stall out with the bombing in Kosolov, inflation due to higher oil prices. Is Japan and Asia on track with there recovery or could there be another stumble. Morgan is wise and will not offer anything beyond '99 in his outlook, but things look to be improving rapidly. Interest in 300mm seems solid and there has been talk about who will be used to restart this work. If the chip guys can make some money they have to be selling a lot more units with all the price declines and this will create the need for more and newer equipment. I feel a lot better about the outlook than the previous 12 months, the talk is about being able to meet demand these days rather than sizing the company for lowered revenue run rates. Now lets hope earnings send the stock up to $100 soon. Good Luck.