Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

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Dec 5 9:30 AM EST

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To: Math Junkie who wrote (46162)	5/3/2001 4:21:58 PM
From: Tony Viola	Read Replies (3) of 70976

I disagree. He doesn't have exact information on inventory overhangs and up to date turns business. Those are only known by the semiconductor companies. Novellus giving exact numbers on the chip industry, like factory utilization at the chip houses, would be like Intel giving figures on PCs sold, which they don't. Novellus CEO is just pulling a bunch of other companies down with them, the old drowning man thing. Semiconductor equipment maker Novellus Systems Inc. (NasdaqNM:NVLS - news) does not expect a recovery in orders for semiconductors until the fourth quarter of this year at best, Chief Executive Richard Hill said on Thursday. He should just speak for his own orders, not his customers' orders.

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