Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jeff Maresh who wrote (1828)	9/13/1996 9:16:00 AM
From: Jimmy Liao	of 70976

Jeff, I disagree with 2 of your contentions (but still not a bad batting average for you)... 6. The layoffs were mostly in manufacturing. As you pointed out, AMAT is still selling and delivering a lot of systems that need to be supported. Each system that was delivered during the recent boom still carries a minimum of 1 year in support warrantys. In view of the fact that AMAT has tripled its manufacturing floor space in the last couple of years, the layoff was prudently focused. 7. Unfortunately, memory is a very large part of the semiconductor business. Most of the $1B plus fabs built in the past few years have been DRAM houses- all of the business from Korea, and most of the business from Japan and Taiwan. Domestically, Micron, IBM, and TI account for huge pieces of the semiconductor pie. Also, most of the logic business is intimately tied to the memory business because of the PC business. The industry wide slowdown proves this point. One of my indicators, a memory warehouse, has just lowered its high-end memory prices again by another 10%, so the decline continues in the short term.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next