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 249.89

+3.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Steve Robinett who wrote (13738)	12/21/1997 7:57:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Re:And you're absolute right the biggest problem facing AMAT in Asia is the credit crunch. BB & SR, Sorry to disagree. AMAT's biggest problem has been, and will continue to be, softness in demand for IC's. Whether or not Korean companies come up with the required capital is not really an issue in my mind. If demand remains constant, capacity will be soaked up by another player. Also, KIM that SEA accounts for only ~22% of worldwide chip consumption. So even if the demand for chips fell off a cliff by say 33% in SEA, worldwide chip demand would fall by only 7%, assuming chip demand in the rest of the world remained constant. Regards, Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next