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

To: Gottfried who wrote (42304)	2/16/2001 11:12:45 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

So the outlook for the April quarter reflects sequential drops in both bookings and revenues in the 20-30% range. There is no guidance beyond April. C'mon, what's with that? Orders are declining in all regions, with cancellations and pushouts on the rise. I believe it's going to get worse. There was a ton of equipment shipped last year due to the belief that chip sales would continue their rocketing rise. If we are to believe increases in inventory began in the middle of last year, then there's plenty of excess capacity that has and is coming on-line at the wrong time. IMO, that's going to extend this down cycle to at least the end of this year. Morgan could have done better with his outlook. He has no problem speaking up when things look good. AdvocateDevil