Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Katherine Derbyshire who wrote (25946)	11/3/1998 3:43:00 PM
From: Proud_Infidel	Read Replies (2) of 70976

Katherine, . The bottom in revenue is much more likely to be U-shaped than V-shaped, This is the consensus on WS I believe. But IMO, it's very unlikely that we have a gradual move up from the extremely depressed 400M month just passed. What are your thoughts as to a V-shaped recovery starting mid 99? Additionally, once INTC begins their migration to .18 in earnest, won't other chipmakers in fact be forced to follow? And if this is the case, AMAT and the other suppliers may not have enough capacity following the recent restructurings. Are we likely to see long waiting lists for equipment as we head into 2000 and possibly a Gold-Rush type scurry for equipment by the chipmakers? TIA, Brian Some good news for once for those who are long: Chip Industry Shows Unusual Uptick techweb.com

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