Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 341.36

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3:59 PM EST

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To: P.M.Freedman who wrote (23132)	8/19/1998 7:40:00 PM
From: Tony Viola	Read Replies (1) of 70976

Re: "Following LSI, NSM offered a warning today. In the first half of this year, small semis were hurt badly. I think, in the second half of this year, middle semis will feel painful." P.M., you seem to be making a pattern out of this (small semis get hurt first half, middle second half). Any reason for the pattern? Do you see it continuing to more of the middle ones get hurt this half, and maybe the big boys get it later? Tony

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