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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Katherine Derbyshire who wrote (24349)9/16/1998 5:36:00 PM
From: Henry D  Read Replies (1) of 70976
 
Katherine,

if DRAM prices decrease and IC volume increase, shouldnt this increase sales for TER, COHU, KLIC, etc? DRAM makers still need to test and package their chips before selling them right? But I hear bookings for these back-end companies are slipping. do you have data about year over year IC growth for 1998?

to all: what is the consensus on this thread about the recover? Some has said it will be prolonged with the next few quarters B2B being flat before upturning strongly?

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