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Politics : Formerly About Applied Materials

AMAT 269.08

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1:47 PM EST

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To: John L. who wrote (26241)	11/13/1998 9:37:00 PM
From: John Koligman	Read Replies (1) of 70976

John, The other possibility that has been discussed on several threads is that the first half of 1999 will be very strong for the box makers due to Y2K replacement needs, with the second half slowing. Someone on the IBM thread commented a couple days back that IBM has adjusted it's sales model for 1999 from a 40%-60% split for 1999 to the reverse. We shall see.... John PS - Of course this would reflect corporate sales, not the holidays, but as far as Intel is concerned, a PII is a PII!!! <ggg>

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