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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%Nov 18 3:59 PM EST

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To: Gottfried who wrote (22244)7/29/1998 9:53:00 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
GM,

The Dataquest report was not all that bad. Everyone already expected a flat 99.

Excerpt:Dataquest analysts forecast a
spending boom during 2000-2001, with a DRAM shortage emerging early in
2000. Dataquest predicts the worldwide wafer fab equipment market will grow
37 percent during 2000 and 49.8 percent in 2001


OT- I cannot believe Lam opened sharply lower. They really only repeated what the other mgts have already said.

OT2-Sorry, if this was posted twice. My browser(Opera) is acting a little funny.

BK
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