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

To: Kumar Nathan who wrote (29615)	4/20/1999 7:45:00 AM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Hi Kumar, Welcome Back! The ASCW (AMAT StairCase Construction Workers), have been working on the Landing for 2 months now and it's about time they start work on the Second and Upper section of the StairCase that reaches above 100. They have been working sluggishly lately; maybe you could give some kind of Inspirational Talk to give them a Lift --- especially to those Riser Experts who are MoonLighting in the DOW 30 StairCase Construction site. It will be Fun to see you around!

To: Kumar Nathan who wrote (29615)	4/20/1999 10:23:00 AM
From: Paul V.	Respond to of 70976

Kumar,I just came to see how this great thread has been doing. Great to have you back with your analysis. It must have been a year that you have been gone. You must have moved to a new location. I was wondering where you had gone. Regards, Paul

To: Kumar Nathan who wrote (29615)	4/23/1999 3:22:00 AM
From: Paul V.	Respond to of 70976

Kumar, Are you still working for the ePairs, Inc. Where is ePairs, Inc. located? It is good that you are back to assist us in this AMAT up cycle. What is your analysis of AMAT's progress and projections. Tito and I have made our projections. Gottfried, maybe we need another survey of the projected top during this up cycle for the year. We have not conducted a survey for this cycle. It would prove interesting with the violatility of AMAT. Just my $.02. Paul

To: Kumar Nathan who wrote (29615)	4/26/1999 11:04:00 AM
From: Ricardo Villa	Read Replies (2) \| Respond to of 70976

Hello Kumar, Tito, Ian, Paul, Big Bucks and everybody else. It's been about a year and a half since I've posted on this thread. I just don't have time to visit it anymore. Ever since I switched jobs to IBM and now Nortel, I just have too much things to do. I would just like to say that I am and have continued to be fully invested in AMAT because I am a firm believer in its future and the future of the semiconductor industry as a whole. I have seen several cycles come and go in this industry and AMAT always comes back to hit new highs. Keep up the lively discussions! Ricardo Villa