Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 315.31

-4.0%

1:27 PM EST

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To: davesd who wrote (8668)	10/16/1997 5:58:00 PM
From: Teri Skogerboe	of 70976

Dave and All, Re: "bullish news" techweb.com Excerpt: Despite weak DRAM prices, Achiwa sees a modest recovery as PC makers get ready for Christmas sales. Beyond that, system ICs call for 0.25-micron-or-better processes optimized for combined memory and logic. Then comes the changeover to 300-mm wafers. Little wonder that stock prices for Applied, Tokyo Electron and Advantest have soared the past 12 months. "Starting in September, Japanese investments became very aggressive," he said. "We expect sales for Applied to be up much more than 50 percent in the fourth quarter."

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