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

To: Proud_Infidel who wrote (32889)	10/19/1999 8:49:00 PM
From: Gottfried	Respond to of 70976

Brian, thank you! Elizabeth said >"Overall, we are likely to end up with a slightly double-digit growth in 1999, but we would need four $2.1 billion months,"< If she means SEMI bookings, there's no hope. It's just too far off trend. See for yourself. [use LEFT scale] geocities.com Gottfried

To: Proud_Infidel who wrote (32889)	10/19/1999 10:56:00 PM
From: A. Edwards	Read Replies (1) \| Respond to of 70976

DELL DRAM Dilemma Positive for SEMI-Equipment: · Dell's pre-announcement highlights the tight supply for memory components. DRAM cap-ex spending remains well below historical levels. DRAM vendors need to accelerate their investment in new capacity. · Global DRAM cap-ex spending bottomed in 1998 at $5.9 billion versus peaking spending $17.8 billion in 1995. DRAM spending on average accounts for 35% of the mix of sales at equipment companies; presently, it is only 20-25% of the mix. · The supply shortfall is exacerbated by the poor yields that the industry is getting as it moves to 0.18 micron feature sizes. · Lead times of 12 months for lithography tools suggests that it will take time to resolve the shortage. --Mark Fitzgerald & Thomas R. Diffely of Merrill Lynch & Co.