Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

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Nov 26 3:59 PM EST

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To: Katherine Derbyshire who wrote (31614)	7/26/1999 12:02:00 PM
From: Tony Viola	Read Replies (1) of 70976

K, No, but the people paying for the equipment care a lot. 1997 and 1998 demonstrated that the money to build those $2 billion fabs has to come from somewhere. Intel should set new records for sales and earnings in Q3 and Q4. How about them? As far as DRAM goes, whenever the going gets tough, don't the countries that the majors of that business reside in jump in to help (Japan, S. Korea)? Tony

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