Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.72

-2.0%

3:59 PM EST

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To: Paul V. who wrote (10841)	11/12/1997 7:59:00 PM
From: Big Bucks	Read Replies (1) of 70976

PV, My opinion is that the semi-equip BTB numbers will drop to .90-.95 1st 1/2 of 98 but start increasing 2nd half. A slow down seems almost inevitable with the devaluations in foreign currencies and layoffs starting to occur in some US companies as reported on CNBC late today. A correction/mini recession seems likely for 6-9 months unless things stabilize overseas. Our exports will be more expensive overseas which will put pressure on companies that ship to large overseas markets or do significant >15-20 % of their business overseas. Just my opinion, BB

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