Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

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Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (35630)	7/6/2000 12:01:16 PM
From: Tony Viola	Read Replies (3) of 70976

Brian, >On Thursday's SSB's Glen Yeung said the outlook for chip equipment stocks remained positive. He said that "while flash memory capacity is an area of concern, we believe DRAM, microprocessor and foundry expectations remain decidely positive;" he noted that these three segments account for 70 percent of capital spending. Good article. Semis look great for at least through 2001, from all I've read, barring an unforeseen world crisis. I wonder about the flash memory capacity concern even. I know that Intel is adding a whole Intel-sized fab in Colorado that they bought from Rockwell, and AMD is expanding in partnership with Fujitsu, but do those help catch up the supply problem, or push into oversupply land? I like that he included microprocessor in there as "decidely positive", kind of goes against what Drew Peck said last week. Tony

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