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Politics : Formerly About Applied Materials

AMAT 327.01

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Jan 16 9:30 AM EST

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To: Proud_Infidel who wrote (35825)	7/24/2000 7:11:15 AM
From: Dr. Mitchell R. White	Read Replies (1) of 70976

Hi Brian! Hang on--Asia's back in drive seat of chip equipment spending.... And a darn good thing, too! They have always been an important part of the equipment market, and it's great to see them making a strong recovery. Indeed, I'm getting the impression from my contacts that the US side is slowing a tad, and that the chip makers may be rethinking their 2000 spending plans. Yes, there's still time to yank some money back and hold it, or allocate it forward to 2001. I don't know of any stampede to cancel systems orders or the like, but clearly something's happening. I've been saying that I thought late 2002 would be the start of the next downturn (or perhaps early 2003, if we're lucky). Asia may just keep us on that track; if the US economy has to continue to "do the heavy lifting" globally, well, I think we're getting just a wee tad tired (and Greenspan has certainly made it tougher).... Mitch

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