Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

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Jan 2 9:30 AM EST

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To: Robert O who wrote (57288)	12/12/2001 7:56:21 PM
From: advocatedevil	Read Replies (2) of 70976

"Unfortunately, the continuing downturn requires us to make some tough decisions to align our operations with current levels of demand for semiconductor equipment,'' said James C. Morgan, chairman and chief executive officer of Applied Materials. Robert, Here's a question for you: Based on the above comment from Morgan, does "continuing downturn" indicate that demand for semi-equip is expected to increase over the near term? (I imagine you can easily guess what my answer would be). AdvocateDevil

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