Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 265.37

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3:59 PM EST

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To: Terry D who wrote (14336)	1/9/1998 10:47:00 AM
From: Teri Skogerboe	Read Replies (1) of 70976

Hey TD - Happy New Year to you also! Most worrisome on your list to me is: "2. Cap utilization is now below 80%, so no price power." Re: "The group has greatly discounted the Asian problems." I fully agree on this point. I am now firmly in the camp of sick of hearing about SEA problems. BUT, that doesn't make them go away. Re: "Die shrinks may decrease dram going forward (still beating that drum.)" I don't understand, because I thought die shrinks created greater efficiencies, meaning more chips. Am I missing something here? Thanks very much for your reply. Regards, Teri (definitely pass the zantac)

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