Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 269.55

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3:59 PM EST

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To: Sun Tzu who wrote (30723)	5/28/1999 3:11:00 PM
From: Jack Kunkle	Read Replies (1) of 70976

<This led to a shift in the quantity supplied of the chips and the quantity demanded of the equipment.> I believe that it lead to a shift in the quantity of chips demanded resulting in an overcapacity of supply and thus a decline in equipment demand. Just over a year ago the argument was that Europe was going to pick up in equipment purchases where the Koreans left off due to their fiscal crises. Regards, Jack Kunkle

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