Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

Feb 2 3:59 PM EST

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To: Ingenious who wrote (23410)	8/27/1998 6:20:00 AM
From: Duker	Read Replies (1) of 70976

Leland, Interesting. Walk me through the death of LRCX...The number of quarters this downturn must last for the company to destroy its balance sheet...The B/E level you see as doable...cash burn...etc. Also, if LRCX is a smaller player, who (aside from AMAT & TEL) are the bigger ones? --Duker

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