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

To: Tony Viola who wrote (46164)	5/3/2001 4:40:04 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

Tony, I really don't see the point here. Why can't the NVLS CEO comment on the business outlook of the chip industry? His industry is inextricably linked to theirs and anybody in that situation would closely monitor it. Just because the chipmaker's wont come out and tell you that business sucks doesn't mean that the Novellus CEO can't say it (if indeed that's the case). Novellus CEO is just pulling a bunch of other companies down with them, the old drowning man thing That's an assumption that isn't backed by fact. Every CEO/CFO has his/her own agenda for telling you or not telling you things. In that kind of environment anybody who voices an opinion is helpful to you in determining for yourself what the facts might be. Case in point, INTC's recent optimism and the Dell CFO's comment that Dell is puzzled by Intel's optimism. That has got to be telling you something. -SD

To: Tony Viola who wrote (46164)	5/3/2001 8:30:13 PM
From: Jerome	Respond to of 70976

Tony, the message that the NVLS CEO (Rick Hill) is trying to get across is that if semiconductor run rates are between 30 and 80% of available capacity, then there will be little impetus to purchase new equipment except as replacement equipment. I believe that he is trying to say more then there is no visibility, or too much fog. Jerome