Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

Nov 25 3:59 PM EST

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To: Gottfried who wrote (24512)	9/21/1998 9:33:00 PM
From: Ramsey Su	Read Replies (2) of 70976

GM, I think the dollar amounts are starting to be more indicative of the sector in the near future. If AMAT makes the $600M or so qtr number for revenue, that is almost 1/3 of the whole industry. Combined, the entire sector is surviving on about $2B for the qtr? Somebody got to be bleeding profusely here. This is almost beginning to look like the biotech startups. May be we should start watching the cash burn rate. Ramsey

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