Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Math Junkie who wrote (10420)	11/5/1997 3:32:00 PM
From: davesd	Read Replies (2) of 70976

Richard, I would have liked to hear about what growth they expect next year....have they had any pushout or pullin's.....what are the DRAM makers doing as far as expansion....When does he expect 300mm revenues to be "significant"....Are orders coming from expanding fabs or new fabs....Which part of the world is continuing growth....etc. I did not record the interview, but I recall the interviewer had to ask more than twice before he got an answer on the asian order impact due to currency. I guess the interview was directed towards asian issues and not at AMAT's business overall. We will have to wait till the 20th for that info. dave

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