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Politics : Formerly About Applied Materials

AMAT 242.99

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3:21 PM EST

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To: Ian@SI who wrote (38425)	10/17/2000 7:47:02 PM
From: Proud_Infidel	Read Replies (1) of 70976

Exactly, assuming the demand remains intact. End user demand is the key as always. But I would not think Intel would postpone a fab if current demand lagged since it is future demand that matters. They got caught with their pants down so to speak in a similar situation this year, lacking fab space, and lost market share to AMD. My guess is that it will not happen again(at least within the next 3 years) BK

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