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Politics : Formerly About Applied Materials

AMAT 238.06

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1:05 PM EST

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To: Proud_Infidel who wrote (21079)	7/4/1998 12:33:00 AM
From: Gottfried	Read Replies (3) of 70976

Brian, from the "Outlook 1998--Capital Equipment" issue of Electronic News. Jan.5.1998 "In 1998, the continuing threat is that there will be a delay in Q1 in terms of orders and bookings from our customers," said Papken Der Torossian, chairman and CEO of Silicon Valley Group (SVG). "Because of 'Asian flu,' so to speak, (U.S. and European) customers will consider what to do. The (semiconductor equipment) industry will still grow 18-20 percent, but there will be a delay in Q1. Bookings in December (were) already slow." What will bring back the customers in Q2 is the requirement to press ahead with new semiconductor technology, produced on new semiconductor equipment--"They need it!" asserted Mr. Der Torossian. electronicnews.com Visibility was very poor 7 months ago when Mr Der Torossian thought growth would be 18% for 1998. What makes us think today's predictions of recovery not before 2H99 are not just as wrong? GM

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