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Politics : Formerly About Applied Materials
AMAT 254.72+0.9%Dec 1 3:59 PM EST
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To: Teri Skogerboe who wrote (14242)1/9/1998 10:10:00 AM
From: Terry D  Read Replies (1) of 70976
 
Hey Teri - Happy New Year.
1. They were gaining mkt share going into this mess and do well in downturns.
2. The group has greatly discounted the Asian problems. Enough? We'll see.
3. Die shrinks may decrease dram going forward (still beating that drum.)
4. 300mm. (See above.)
3. I have to own something - that's my job.
Major problems -
1. Zero visibility.
2. Cap utilization is now below 80%, so no price power.
3. Real short lead times - it is a equip buyer's mkt. (Big reason for visibility problems.)
4. Not cheap enough.
5. Stock market extended.

So pass the zantac.
td
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