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

To: Duker who wrote (29331)	4/1/1999 9:17:00 AM
From: A. Edwards	Respond to of 70976

Applied Materials Reiterated 'Buy' at Salomon Smith Barney April 1 (Bloomberg) -- Applied Materials Inc. (AMAT US) was reiterated ''buy'' by analyst Milind Bedekar at Salomon Smith Barney. The price target is $76 per share.

To: Duker who wrote (29331)	4/1/1999 10:04:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Duker, Gottfried, CNBC is calling the AMAT analysts' and stockholders' meeting extremely bullish. Gaining share in 6 of 7 product types, leading in about the same, etc. I thought it was very upbeat with a lot of confidence and pride expressed by all that spoke...nary a negative word in the house. I guess I don't go to enough of these to tell a very bullish one from a "hey ,we're doin' fine one". What I posted over on Intel, and the one slide that I mentioned there re 1998 vs. 2003 (projected) semi sales was awesome for the future of all semi, if it comes true. Looking forward to that slide coming up on AMAT's web page, and thanks, Gottfried for that suggestion to Morgan. Tony Message 8645472

To: Duker who wrote (29331)	4/1/1999 11:14:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Duker, [edited] Tom Dorsey's assessment of the Market [April 1st]... Message 8649206 Re meeting info on AMAT web site: they had apparently planned to do that anyway. My request just led to confirmation. The lady accompanying Mr Morgan said to call IR if we needed help in accessing the information. I think in the future AMAT should highlight this during the meeting, as almost every investor these days has access to the web. I wouldn't depend too much on the '$10B by 2003' prediction with visibility as it is. By the way, the slide presentations were not part of the official share holders meeting. The official part was brief and just consisted of some discussion and the vote on the proposals. Gottfried