Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

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3:59 PM EST

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To: Gottfried who wrote (15207)	1/31/1998 10:32:00 PM
From: SMALL FRY	Read Replies (1) of 70976

GM, I tend to agree with you...there are way too many spins on this. Plus, Tom Kurlak? He's got more faces than all of us here combined. >>> AW post: Part of the problem is a slowdown in demand for the products that use chips and, Kurlak cautioned, little reduction in capacity going on. GM posts: He probably meant a slowing of the rate of increase in demand. This kind of sloppy reporting is common.<<< I posted this in response to AW:https://www.siliconinvestor.com/readmsg.aspx?msgid=3312335 >>Joseph predicted "sustained, double-digit growth" of demand for chips used in personal computers, including microprocessors, digital signal processors (DSPs), microcontrollers and microperipherals. Also, he said he expects increasing demand for semiconductors used in digital wireless telephones and cellular networks, as communications networking software is increasingly embedded directly on semiconductors.<< Now, who do we believe? Best, SF

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