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

To: Math Junkie who wrote (33979)	2/2/2000 11:13:00 AM
From: Big Bucks	Respond to of 70976

Richard, I was referring to the chip industry as a whole, not equip mfg's. I believe you are correct though. AMAT had layoffs in July-Aug 98 and orders started increasing by Oct-Nov but AMAT thought that it was a bubble and maintained a "wait and see" approach as the semis started to ramp. Thank you for correcting me. So yes we are about 15 months into the up cycle and IMO we have peaked or are very near to the peak for this cycle. If the B2B starts trending down that will be a confirmation, IMO. Maybe the chip sector will do what it did in spring/summer of '96, but then again the rest of the world economy appears to be recovering nicely so nothing is absolute. JMO, BB