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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Tito L. Nisperos Jr. who wrote (47575)6/5/2001 12:30:26 PM
From: Ian@SI  Read Replies (1) of 70976
 
... but tomorrow is scheduled to be weak day ...

Not to worry. IFX will confirm Rick Hill's announcement of a 300mm production fab pushout made during last Thursday's update call. Rather than the market looking at the impact on short term equipment orders, it will conclude that available capacity will be used up that much sooner thus allowing the sector to get on with business earlier than would have been the case otherwise. ;^)

Ian.
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