Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.10

+0.6%

10:41 AM EST

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To: shane forbes who wrote (30751)	5/31/1999 9:55:00 PM
From: Jack Kunkle	Read Replies (1) of 70976

>And in such cases if ASP goes down, revs will be down or vice versa > True-- But what about margins? This is where AMAT fits into the picture. ASIA was drastic. I believe that there was a demand shift to the left. This was atypical. Manufacturers were not able to finance their purchases because they had negative cash flow. Big problem!!!! If ASP's trend downward along a normal curve" manufacturers can learn (enhanced yield, shrinks, etc.) to keep up in what is a nice experience. Hopefully elasticity of demand kicks in to accommodate volume production. This scenario is normal. Regards, Jack Kunkle

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