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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: FJB who wrote (38598)10/23/2000 6:26:50 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
Bob,

Thanks for posting the BTB. Do you know what expectations were for?

I am surprised they released it this early since normally its closer to 8 o'clock before we get the numbers.

Hopefully this will not be misread. A lower number is not a bad thing; in fact, it's necessary to have a sustained upturn.

"With the equivalent of 50 new fabs capable of processing 25,000 200mm wafers per month expected to come online around the world in 2001 and another 35 such fabs slated for 2002, we do not expect this pause in growth to signal the end of the cycle."


BK
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