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Politics : Formerly About Applied Materials

AMAT 248.68

-0.5%

10:24 AM EST

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To: 16yearcycle who wrote (32921)	10/22/1999 6:31:00 AM
From: Justa Werkenstiff	Read Replies (2) of 70976

EK: From the report: "Taiwan is currently a market for 17 percent of the world's equipment business. The earthquake there undoubtedly contributed to the pause reflected in September's figures," said Stanley Myers, president of SEMI. "Despite the modest interruption, we are encouraged that the industry anticipates a strong fourth quarter, improvement on last year's results and uninterrupted business for the foreseeable future." If the BTB is a three month moving average and the earthquake occurred on September 21st with nine days left in the month and 17% of equipment goes to Taiwan, how much impact could the earthquake realistically have on the data? Call me skeptical. I don't understand why they put such a great emphasis on the earthquake in this report. Industry has been forecasted to be flat short term since the AMAT cc prior to the earthquake. If Taiwan is going to be an excuse, then maybe they should use it next month. Meanwhile, another earthquake in Taiwan last night. Does not appear to be damage to the semi industry there from what I have read so far.

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