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: Brad Rogers who wrote (20575)	6/18/1998 11:02:00 PM
From: Teri Skogerboe	Read Replies (2) of 70976

A quick comment, cause I've gotta run. If Novellus felt that a turn in the industry was imminent, I don't think they would be making a 10% "permanent" workforce reduction. But, my guess is still that we could see a bottom in the stocks sometime between July and October. I continue to believe that it will take awhile to "burn through" the overcapacity situation in both DRAMs and microprocessors. Did you see the earlier article on the number of excess DRAM fabs? And, on the foundry front, there have been reports recently that say the foundries in Taiwan are running at 70%... 30% idle capacity.

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