Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 319.67

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1:05 PM EST

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To: derek cao who wrote (14544)	1/13/1998 12:38:00 PM
From: Clarksterh	Read Replies (1) of 70976

The fact that MOT sees $2.5B in semi equip spending in '98 is good, but not great since they spent about $2.5B last year. On the other hand Motorola has not had a great year - they are getting their clocks cleaned by Ericson, Nokia, Qualcomm, Intel/AMD/Cyrix, ... . So I would consider Mot's estimated growth to be below industry averages (outside of memory). Clark

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