Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.41

+1.1%

Dec 19 9:30 AM EST

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To: 16yearcycle who wrote (12791)	12/9/1997 6:40:00 PM
From: Howard Feinstein	Read Replies (2) of 70976

According many analysts one has to determine the specific effect the S.E Asia crisis has on the company's earnings. Does anyone know exactly what percentage of revenue AMAT reaps from S.E. Asia? I think this seems to be the issue at hand, as ORCL felt today. No question that AMAT is the leader in their field and as the chip industry expands and grows AMAT will lead the way. How much does the crisis in S.E Asia hurt AMAT? Thanks. Howie

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