Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: Teri Skogerboe who wrote (11033)	11/14/1997 10:32:00 AM
From: Sam Citron	Read Replies (1) of 70976

TS, I agree it wont slow Asian fab buildup much in the short-run, because these countries are hell-bent on catching up to Japan, due to nationalistic, historic, and cultural reasons. But in the long-run, you simply cannot keep adding capacity to a glutted market. SC

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