Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Proud_Infidel who wrote (22638)	8/7/1998 1:40:00 PM
From: Big Bucks	of 70976

BK, Thanks for the articles. It appears that there is some light on the horizon but it will be a while before a "new dawn" will be confirmed, IMO. The articles seem to re-inforce the thread perception that mid/late '99 into 2k we will see the semi's rebound. We seem to finally be getting the last downgrades for AMAT which is one of the criteria signalling that we are getting very close to a bottom in the industry. We still need to see further layoffs and more fab closures/mothballing before the bottom is confirmed in earnest, IMO. I am still sticking with my timeline that projects a bottom in Oct/Nov/Dec timeframe for the semi industry and equip mfgs. I expect that it will take another 6-9 months after that before we hear of new fabs being planned or re-opened. Just my opinion, BB

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