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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

3:59 PM EST

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To: David Aegis who wrote (19338)	5/12/1998 9:27:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Misc. notes from the CC: Margins down partly due to spares & service business, something that usually picks up during a downturn DRAM as a % of sales fell to 22% from 38% in Q1 Taiwan- "opportunities robust for the foundry business" $63M used this qtr in the stock repurchase program Believe they are best suited to bring coppoer from "the lab to the fab." Believe we are currently trolling the bottom of the cycle but cannot predict the end Aligning cost structure to be prepared for even the most prolonged downturn Global growth from semis for '98: +1% to +2% Global capex spending: Down 10-15%(Revised downward from the shareholders meeting) DRAM bit growth for '98: 65-70% Maintaining or gaining market share in all market areas* *Currently only 20-23% of the world's capacity is .25mu or below. Stated chipmakers "will be under pressure" to move to the smaller geometries once a recovery begins

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