Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

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To: Ian@SI who wrote (45288)	4/10/2001 10:11:05 AM
From: Lone Star	Read Replies (1) of 70976

Unfortunately, I believe the Cypress story will be the first of many like it. Cancellations up the kazoo, most of them very recently, and that is most definitely cascading through the food chain. While Q2 for semis and semi equips may be relatively OK, next quarter shaping up to be vicious.

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