Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Skeeter Bug who wrote (29732)	4/28/1999 5:15:00 AM
From: Duker	Read Replies (2) of 70976

I am not trying to dismiss the DRAM folks ... obviously they are the key to a full recovery ... but, LRCX took an interesting approach during their conference call last quarter and described 42% of their bookings (which were actually decent) as related to telecommunications (and Bagley tossed in his board member view of TER at 45%). Again, the DRAM (or, RDRAM? or DDRDRAM?) manufacturers are a huge part of a true recovery ... I just thought it was an interesting way to slice data ... --Duker

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