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: Proud_Infidel who wrote (38600)	10/23/2000 7:20:00 PM
From: Gottfried	Read Replies (3) of 70976

Brian, >"While September saw the first sequential decline in orders since September of last year, it more likely reflects a seasonal slowing in new orders growth rather than a significant change in the current cycle," said Elizabeth Schumann, director of industry research and statistics for SEMI. "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."< But will anybody read, understand and believe this? Remember that September historically is the month with the lowest btb of the year. geocities.com [Sep btb not charted yet] Gottfried

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