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 (24589)	9/24/1998 5:06:00 PM
From: Gottfried	Read Replies (3) of 70976

Big Bucks, I went to an analyst's presentation at DiskCon today. Todd Bakar was there among others. The DD business looks just as dreary as semi equips, if not worse. In addition to over capacity, they also have no pricing power. The pipeline is almost clear now. Waiting for demand drivers (killer apps). PC growth still over 10%. Several companies (unnamed) verge on extinction according to John Bronkhorst of ML. The storage market IS growing, but consolidation unlikely. 13% of PCs fail out of the box exchange2000.com Sorry not to be more upbeat.<g> GM

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