Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

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2:59 PM EST

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To: Dr. Bob who wrote (26561)	11/20/1998 1:27:00 PM
From: Math Junkie	Read Replies (1) of 70976

Re: <<How can billings get to be substantial until new fabs are announced?>> Before business can get to be rip-roaring, it has to stop getting worse. In mathematical parlance, this is a condition which is necessary but not sufficient, but it is still necessary, and it is worth noting that one of the necessary precursors to industry recovery has occurred. <<I'm not an unreconstructed bear; it may be worth getting in if one truly believes the new fab announcements are right around the corner. >> Why the short-term emphasis? The way to make money in semi-equips is with a one-to-three-year time frame, not what's "right around the corner". Trying to predict the sector in the short term is really, really tough.

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