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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (30852)	6/7/1999 8:34:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

Much as I'd like to, I can't take credit for finding the ASP-Capex correlation. That honor goes to Bill McClean at IC Insights, who would also be my source for updated numbers. I'm building a page on Semiconductor Online for interesting statistics. These numbers are definitely candidates for that page, but are not up yet. Katherine

To: Math Junkie who wrote (30852)	6/9/1999 11:43:00 PM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Richard, Gottfried, Katherine, Big Bucks, John L., Kumar and Tito, Based on the recent posts by Brian regarding Intc, Mot and Other Semi Equipment maker going immediately to the 300mm (12") wafer and copper chip, what are your projections regarding the pro's and con's on AMAT's future orders, EPS and price? My concern is the comparison between the high BTB, orders and shipments in the future against the monthly high orders against the previous year (1998-99) and how Wall Street may react when it sees lower BTB numbers due to higher shipments even with higher order? It appears that what is being accomplished now is what we were expecting to happen in 1997. Am I correct? How long can we expect a ride in this cycle this time? Will the competition result in more orders from other SEMI equipment companies until we again have a glut of Semi's on the marke? Thanks, ahead for you replies. You expertise is appreciated. Just my $.02?