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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Steve Rolfe who wrote (17910)3/19/1998 7:43:00 PM
From: Teri Skogerboe  Read Replies (1) of 70976
 
Steve,

Re: "There is softness now, but when will it end? This is the big question. No one seems to know."

That's been one of the points here. There is no visibility. Whether things improve in '99 or not for the semi-equips seems to be open for debate, as far as the analysts are concerned, because some are showing declining numbers for some of the semi-equips (from '98 to '99).

The rest has been said many times.

Regards,
Teri
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