Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

Nov 20 3:59 PM EST

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To: Big Bucks who wrote (23852)	9/6/1998 10:32:00 AM
From: davesd	Read Replies (1) of 70976

One thing I come to realize is that new semi equipment technology does not mean that we will see a up turn in the industry.... demand for the end product (chips) has to be there. So new technology is nice, but not as important as Supply and demand in the cycle of the semi business. Also, once we do hit the bottom, I doubt there will be any significant upturn in the cycle....I think we will see a period of flat revenues or minor increases here and there for several quarters. Buck, when this industry does bottom out...which product sales will be the first indicator of potential turn around...generally it's been the backend equipment. companies like KLIC are initial indicators. dave

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