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: Howard Feinstein who wrote (12829)	12/10/1997 9:39:00 AM
From: Lone Star	Read Replies (1) of 70976

The asia situation will NOT affect amat or any semi equip directly in the medium term; it could in the short term by order push-outs or cancellations. Medium and long term, you have to look at the equipment market in only one fashion- worldwide demand for chips. This drives the capacity requirements- if asian companies don't build to meet the demand, somebody else will- demand will always be filled. Plus, in todays environment, with such a rapid transition to smaller feature size design rules and new applications, total demand for new equipment comes pure capacity needs as well as replacement capacity of obsolete installed base. The uncertainty of effect on worldwide demand is the crucial element to be addressed, especially as increasing demand is vital to offset finally the overcapacity, or stated differently too many competitors, in DRAMS and certain other commidty chips.

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