Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.13

+2.2%

Nov 10 3:59 PM EST

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To: Jerome who wrote (30695)	5/28/1999 9:26:00 AM
From: Katherine Derbyshire	Read Replies (2) of 70976

>>Then why is AMAT's earnings, bookings, and outlook improving in spite of falling chip prices? << Because there's a lag between ASP changes and capex changes of about 6 months. Since the ASP drop has only occurred in the last month or two, it hasn't yet been felt in capex. Katherine

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