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

To: Gottfried who wrote (44875)	3/31/2001 6:02:50 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

This paragraph caught my eye: Morgan Stanley Dean Witter is looking for sales of chip equipment to tumble 20 percent to 30 percent this year. "It will probably be the worst year in a decade and a half," said analyst Jay Deahna. That conclusion does not match the stated premise. Looking at the following slide from Carl Johnson's Infrastructure, it is clear that a 20 to 30 per cent drop in equipment sales happened as recently as 1998. infras.com

To: Gottfried who wrote (44875)	3/31/2001 9:37:11 PM
From: Jerome	Respond to of 70976

China solves the entire problem... ... it should not have gone unnoticed but China seems to be striking all kinds of deals with American tech companies. AMAT, Corning, SSTI, ESIO, AMKR, INTC and a few others are deriving orders and income this slow moving giant. The question being, will orders come soon enough, and be large enough, to impact earnings in a positive way. Cornings deal to supply China with 500,000 KM of optical fiber seems to be the largest that I can think of at the moment. Jerome