Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.08

-4.1%

3:59 PM EST

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To: Paul V. who wrote (9150)	10/21/1997 10:00:00 PM
From: davesd	Read Replies (3) of 70976

According to the MTSN conf call, Japan is slowing it's cap spending, however, Taiwan and Korea are still aggressive. The company went out on a limb and said they are comfortable with Q4 and 1998 estimates. This sounds like good news for the semi business. dave

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