Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 266.59

+0.5%

3:10 PM EST

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To: Cary Salsberg who wrote (9286)	10/24/1997 10:15:00 AM
From: John E. Rylander	Read Replies (1) of 70976

You wrote: It cost more in local currency to buy US semi tools, but the income from the chips they produce will produce more revenue in local currency. We need to know where the chips are sold and whether higher prices in the Asian markets due to currency devaluation will cut local demand for the products containing the chips. ----------- Another question: will the curency problems have any significant disparate impact for AMAT and other US companies v. their foreign competitors? (And with the dollar the biggest kid on the block, it probably won't be a helpful disparity.)

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