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Politics : Formerly About Applied Materials

AMAT 256.32

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To: Tito L. Nisperos Jr. who wrote (9093)	10/21/1997 10:23:00 AM
From: davesd	Read Replies (2) of 70976

The following is out of the KLAC press release... New order volume was slightly below revenue levels, reflecting the anticipated impact of slower seasonal activity. Consistent with several prior quarters, orders in the U.S. accounted for more than the typical 30% of total, primarily on the strength of the continued capital spending by logic and microprocessor device manufacturers. Orders in Japan and Europe continued to strengthen as a percent of the total, while the Asia Pacific region remained weak. New order demand drivers for the quarter continued to come from areas not directly related to new fab construction. Lets hope it is seasonal and new fab construction starts soon... dave

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