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Politics : High Tolerance Plasticity

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To: kodiak_bull who started this subject	3/21/2001 4:05:18 PM
From: Gottfried	Read Replies (1) of 23153

Semi equipment: >During today's panel discussion, top executives from Applied Materials Inc., KLA-Tencor Inc., and Teradyne Inc. guessed that the industry's equipment bookings will exceed the historical decline of 50-70% from October's peak. That could happen within the next three to four months, they said, but as was the case during much of the SEMInvest conference, no one was certain. "I will be very quick: peak-to-tough greater than 50% [decline]," predicted Joseph R. Bronson, executive vice president and chief financial officer of Applied Materials. "Longer [rather] than shorter," he added in response to a question about how long it will take before the industry hits the bottom.< Message 15542024

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