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: Cary Salsberg who wrote (36692)	8/13/2000 3:14:17 PM
From: pat mudge	Read Replies (1) of 70976

As far a public consumption is concerned, Morgan joins those posters who don't beleieve the cycle will end. So, his $20B is questionable. Since capacity is curently $14-15B, I am not sure that they will achieve margin improvement bringing on added capacity at the end of the cycle and not sure they will reach $20B. Are you putting the CEO's opinion on par with posters? If so, I beg to differ. I followed AMD's conference calls during the entire 12 to 18 mos of the Asian crisis and never found him to be anything but completely honest and certainly never to over-state his company's position during that period of time. Why would he over-state now? I would like to hear from old-timers who know Morgan far better. Pat

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