Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 224.80

+2.1%

12:50 PM EST

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To: Lone Star who wrote (19446)	5/14/1998 9:53:00 AM
From: shane forbes	Read Replies (1) of 70976

RE: In the SEMI article, it states unit volume demand remains solid. That is what drives the equip. mkt Mmm... DRAM unit volume has been solid (no more than solid!) for years. Still pricing pressures imply Korean companies hurting. DRAM equipment orders down. AMAT says they need DRAM to stabilize before equipment will be ordered. Therefore I do not buy your argument. --- Revenue = Volume * Unit Price, ideally both need to be good - producing a billion gizmos at no profit does not do my company's long term viability any good. --- (Very roughly Unit Volume strength tends to be good for the testing guys.) --- Shane.

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