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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: greg nus who wrote (13714)	12/21/1997 7:14:00 AM
From: SVogel	Read Replies (1) of 70976

No expert here on what makes up the capital budget for Korean chip manufacturers, but if they are cutting back by 20-30% or so they still have 70-80% of their budget left and it makes sense to invest in whatever it would take to be more productive. To build out more chips at less cost. AMAT as the #1 supplier in the world is best positioned to deliver the upgraded .25-mm and even the .18-mm equipment (for longer term competitiveness) the Koreans, Japanese. Scots, whoever, need to achieve higher productivity levels. The Asian mess is clearly an opportunity for AMAT to gain a larger world market share before it all ends. By the time the entire SEMI segment gets back on its feet, AMAT will be even more dominant than it is today and will reap the benefit in future sales opportunities of .18-mm, .15mm equipment and beyond. Just a hazardous guess. Steve

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