Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 292.20

-1.2%

Jan 7 3:59 PM EST

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To: Techperson who wrote (1812)	9/6/1996 11:04:00 PM
From: orson sanderson	of 70976

Some truth that "chip maker have to install that equipment ..or will be at substantial cost of goods disadvantage". How many of the firm has the financial resources or finance backing from the banks or institution to do that? PRice war will escalate and all price war will come to an end but how long will it take and what are the casualty? Wall street has rights to be negative since there are "limited prospect" in the next few quarters for a turn around. Lots of people are counting for window N.T but can they saves the day? I have my doubt.

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