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


To: Proud_Infidel who wrote (32145)8/19/1999 7:09:00 PM
From: Fred Levine  Respond to of 70976
 
Another positive element in AMAT's picture is the weakening of the dollar. AMAT is heavily export driven and now they are able to undersell their nearest competitor, Tokoyo Electronics.

In addition, the give-away computers are driving demand for chips up. IMO, things look quite good.

fred



To: Proud_Infidel who wrote (32145)8/20/1999 1:56:00 AM
From: csmith  Respond to of 70976
 
Fujitsu to Spend 40% More Than Planned on Memory Chip Business:

The Asian market is starting to recover. This will help
AMAT in the coming months...

bloomberg.com