Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 3:59 PM EST

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To: jtechkid who wrote (19281)	5/11/1998 8:35:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

kid Re:just to make a point that asia has been the backbone of their growth and this is different than 1996 Be careful with what you say. AMAT derives much of its revs from SEA yes(~50%). But SEA is creating those chips largely for export to the US or Europe. SEA(ex Japan) accounts for ~22% of end-user demand for IC's. This is the critical component of the equation. If SEA tanks (as it now is doing), others will step in to fill the void assuming demand remains constant. SEA is not the "backbone" of AMAT in terms of end-user demand for IC's, and that is the key. BK

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