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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (60011)5/20/1999 1:17:00 PM
From: Joss  Read Replies (1) of 132070
 
Hi Mike,

I have a friend who's company subs to AMAT for engineering design and manufacturing. Recently, over the past couple of months, business with AMAT has picked up. Further, he has been told of much more work coming . I asked who the final (AMAT)customers were and my friend did not know. I can think of possible reasons for this rise in business with AMAT:

1) Fab building/upgrade which has been in planning and is continuing in spite of current conditions.

2) AMAT is misjudging future business.

3) The folks at AMAT are privy to info on the state of the chip industry which I do not know.

4) Other?

What do you think?

Best,

Steve
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