Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.46

-1.2%

11:39 AM EST

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To: Duker who wrote (29293)	3/30/1999 5:07:00 PM
From: Sun Tzu	Read Replies (1) of 70976

IMO, mask makers are the leading indicator for the semicaps. Actually, they are the first to recover and the last to fall, so strictly speaking they are not a leading indicator. I venture to say that if the mask makers are having a tough time, so is the rest of the industry. Of course it is possible that Etec's prognostication is wrong and there is no overcapacity, rather Etec is losing sales to ASML. For what it's worth, my strategy has been based on the opinion that we are in a choppy and slow recovery. As such I've been selling into the optimism, but will be buying into the gloom. Sun Tzu P.S. I appreciate the good work you are doing in gathering and formatting the news.

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