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Politics : Formerly About Applied Materials
AMAT 319.11+5.7%3:59 PM EST
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To: michael97123 who wrote (64993)7/23/2002 10:25:56 AM
From: Alastair McIntosh   of 70976
 
mike, there is no sign that NVLS woes are company specific. Order rates are softening at foundrys and DRAM producers. Wafer start activity is slowing down and utilization rates of foundries will plateau in the last half of the year. Look for pushouts and order delays.

End demand is the problem. Ignore self serving statements of CEOs trying to pretend conditions in the industry are not as bad as they are.
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