Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

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Jan 23 9:30 AM EST

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To: Big Bucks who wrote (10944)	11/13/1997 1:53:00 PM
From: Gottfried	Read Replies (3) of 70976

Big Bucks, what prompted me to ask you about ANY announced slowdown in the semi equipment area was your question to Dave D.: Dave, How long do you suppose this downturn/delay in chip fab expansion will last. You have established good credibility here and with that comes the responsibility to label such statements as opinion (not just at the bottom of the post). Your stated opinion on this may come true. But it is not supported by official industry statements today. I'm writing this more for the benefit of recent thread arrivals than my own. Regards Gottfried

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