Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 322.36

+1.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (22550)	8/6/1998 12:30:00 PM
From: Ramsey Su	Read Replies (1) of 70976

Katherine, more questions again. It just dawned on me that the Siemens facility should produce a quantifiable number, in terms of cancellation of orders for the semi eq industry. Assuming AMAT must have a chunk of this business, this is a number that is not included any pre-warning to date. Do you happen to have an estimate for how much business AMAT lost due to Siemens alone? I understand there are no new fabs under construction anywhere in the world today. Any word of any in the plans? Ramsey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next