Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 341.36

+1.3%

Jan 29 3:59 PM EST

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To: Proud_Infidel who wrote (28596)	2/26/1999 12:39:00 PM
From: Duker	of 70976

<<Wafer Foundry, DRAM Production Perform Strongly in 1998 >> Brian, You are looking in the review mirror. Demand is clearly slowing. Overcapacity is back in at all line widths. PC demand is going to probably turn negative. Telecom and Communication demand is going to flatten out before it collapses. US demand at all levels for all technology products is trailing off. Inventories are piled high in warehouses outside in downtown Round Rock. The semiconductor capital boom lasted 7.4 weeks. <g> --Duker

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