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: w0z who wrote (1861)	9/19/1996 10:34:00 AM
From: Cary Salsberg	of 70976

Bill, I agree with everything you said! Increased PC demand is good for semi-equipment makers. Falling prices (Moore's Law) have driven the industry. INTC's announcement confirmed a pick-up in PC sales that has been predicted and reported. This pick-up will not correct the semi market imbalance in the short term so it will not materially change the duration of the semi-equip slump. My comments were addressed to the short term euphoria caused by the INTC announcement which, for semi-equips, was squelched by the TNCR layoff announcement, yesterday. Cary

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