Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

3:59 PM EST

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To: akidron who wrote (17555)	3/12/1998 12:35:00 AM
From: Steve Rolfe	Read Replies (1) of 70976

Aki, According to the new order numbers I posted, even if we lose half of Japan(which I don't think will happen) for a couple of quarters AMAT appears to be able to handle it. Hong Kong and S. Korea can be handled as well. Do we really need to worry about Indonesia?? And to reiterate the point that has been made many times, during downturns AMAT has shown the uncanny ability to "acquire" market share. What will more market share mean during the next upturn? Steve

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