Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: jtechkid who wrote (20562)	6/18/1998 11:21:00 AM
From: Big Bucks	Read Replies (2) of 70976

Kid, I think that you still need to factor in the "Asian equation" into your analysis. There will not be any recovery there any time soon and most semi-mfg's have heavy sales exposure in this region. This is very different from '96 in this regard, THEY HAVE NO MONEY and are in a survival situation, no need for extravagance and no need for 300mm fabs, yet. There is perception and then there is reality, eventually reality will win. Just my opinion, BB

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