Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.51

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Feb 6 9:30 AM EST

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To: Proud_Infidel who wrote (8972)	10/19/1997 4:02:00 PM
From: davesd	of 70976

Here is what Morgan said in the earnings release of... Q1 1996 "We believe the semiconductor industry is poised for long-term growth as demand for high-end device applications continues." Q2 1996 "We are cautious about the overall outlook for the worldwide semiconductor industry as the semiconductor device industry growth rate slows in 1996 compared to the rapid growth rate in 1994 and 1995. In addition, the impact of pricing changes on memory devices has caused some customers to slow investment plans from prior expectations." Q3 1996 "The semiconductor industry is going through a period of significant transition with respect to reduced fab capacity investment and sharply lower memory pricing," It's amazing how fast ones expectations can change over a quarter or two. Anyone see any parallel?? dave

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