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Politics : Formerly About Applied Materials

AMAT 233.69

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11:49 AM EST

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To: Tony Viola who wrote (35948)	7/24/2000 12:24:18 AM
From: Ross	Read Replies (1) of 70976

Here's a tidbit from yesterday's newspaper, credited to Bloomberg News. The title is "Electronics industry is hit by parts shortages". Since it's Bloomberg, maybe you've all seen it. Somewhere in the middle it says "'Were all expanding, but we can't expand rapidly enough,' said Benedict Rosen, chief executive of AVX Corp., the world's No. 2 maker of ceramic capacitors used in cell phones and computers. Rosen last month travelled to South Korea and Japan to speak with customers such as Sony Corp. Last week he flew around the United States on a similar mission to find out what his customers want. 'The word is the same everyplace:'We need more parts.' ' Rosen said. AVX will spend $275 million this year to expand it manufacturing , up from earlier plans for $225 million." I realize that this isn't Applied's business, and it doesn't relate to the last 30 or so messages, but it might point to a different future than recently suggested by J. Joseph (yeah, I don't think he was talking about ceramics, but anyway.) Ross

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