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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

3:59 PM EST

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To: Katherine Derbyshire who wrote (27860)	1/23/1999 7:00:00 AM
From: Duker	Read Replies (1) of 70976

I don't know what the recovery was like in 1985? My guess is that it does not matter. Things were a bit different then. The Cold War was in full swing. Reagan was sleeping in office -- which is better than sleeping with someone in the Oval Office. The HMBL had not been required by the FEDs (i.e., the High Mounted Brake Light). Intel still hadn't had its final(?) bought with bankruptcy. Microsoft was not a public company. There was still a loyal cadre of VisiCalc users. The semiconductor capital equipment industry (as we know it) was a bit different. LRCX went public in 1984, the same year in which NVLS was founded. AMAT, the stalwart, was both present and powerful in a relative sense. Its sales reflected the far more limited applications for silicon. Unfortunately, I do not have sales data that goes back that far, but it took AMAT four more years to get to the $500mm revenue milestone. So what is my point? It is probably safe to say that each recovery in such a dynamic industry is a bit different. --Duker

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