Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: jtechkid who wrote (18453)	4/2/1998 8:17:00 PM
From: Clarksterh	Read Replies (2) of 70976

Kid - the third quarter(july) its getting worse-they (KLIC) said nothing about a pickup in demand Well, to repeat myself again. I've always said that I expect that the bottom in orders will occur in the July timeframe (although over the past four months it has moved from June/July to July/August). I still think that, and it still amazes me that the highly paid CEO's are surprised - but it's human nature. The only possible flies in the ointment are truly slowing PC unit growth (as opposed to channel stuffing or Intel losing market share) or another macroeconomic hiccup (Japan or China imploding). Clark

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