Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.08

+2.2%

Feb 5 3:59 PM EST

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To: Tony Viola who wrote (37858)	10/4/2000 8:22:38 PM
From: Proud_Infidel	Read Replies (1) of 70976

Misc Notes from MU CC: 90% DRAM bit shipment growth over Q3 In the computer market, various buyers have been building inventory in Q3 for the Back to School season OEM's closely monitoring inventory levels Q&A See single digit bit growth this Q Jonathon Joseph, our friend from SSB, asked if there is a feel of a PC market pick up from here. Response from MU: "Customers are asking us to be prepared for a strong seasonal demand in Q4." Status of .15mu conversion: See it completed in 12 months from now; 50% by years end. See Supply side bit growth of 50 to 60% Demand side bit growth of 80 to 100% Please note that these are NOT complete notes; I stopped the call only 20 minutes into it. BK

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