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

To: Gottfried who wrote (33547)	12/22/1999 9:55:00 AM
From: w0z	Read Replies (1) \| Respond to of 70976

Gottfried, I'm sure the monthly historic data must be available, but possibly only to paying subscribers. I would like to see a plot of the different segments over a typical recovery. My gut feel is: 1. Backend recovers first as existing fabs are pushed to maximum capacity. 2. Frontend recovers last as new fabs are added. I would love to see the relationship between the different segments in recovery (Mask/Reticle Man. Equip, Wafer Man. Equip, Wafer Processing Equip, Assembly Equipment, Inspection Equip, and Related Equipment). Where is Katherine now that we need her?