Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Xpiderman who wrote (31846)	8/11/1999 7:53:00 PM
From: Math Junkie	Read Replies (1) of 70976

<<Is this SEMI booking what the Needham ANALyst talking about? geocities.com >> Must be - that's the only bookings slowdown I've heard of. If so, I think they're over-reacting. With the continued strength in end-user demand, as well as the numerous news items about fabs running at full capacity, it's certainly hard to see how the slight drop in June's number could be anything other than temporary, and considering that it was a preliminary number, it may even turn out not to be real. Also, I note that in the graph you linked, there were two similar kinks in the curve before it went on to the last peak, and this time we don't have an Asian melt-down to contend with. In the interests of full disclosure, I should mention that I have cut back my equity holdings to about 50% of my portfolio. However, it's not due to any expectations of weakness in the semiconductor equipment industry. It's just that my personal circumstances dictate a lower risk profile than what I used to have.

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