Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: Tito L. Nisperos Jr. who wrote (8213)	9/26/1997 3:01:00 PM
From: davesd	of 70976

Tito, the other chip business is growing, but it does not account for all the growth in the last few quarters....here is a clip from the latest SEC filing..... "The Company's new order levels in each of the last three fiscal quarters have included a significant amount of strategic investments by DRAM manufacturers. The DRAM market is still characterized by excess capacity and low device prices. If DRAM customers decrease strategic investments in manufacturing equipment, the Company's results of operations could be negatively affected." Don't get me wrong....there is alot of bullish stuff in the filing (so read it all)..this is just the DRAM part of the filing...the words "significant amount" tells me that a good portion of the growth has come from DRAM Fabs. dave

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