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


To: Jerome who wrote (48713)7/4/2001 4:29:29 PM
From: fmikehugo  Respond to of 70976
 
Jerome - I'd appreciate your views on:

Message 16030310

TIA - Mike Hugo



To: Jerome who wrote (48713)7/4/2001 4:38:35 PM
From: Gottfried  Respond to of 70976
 
Jerome, chart 3 has no AMAT data, only the SEMI monthly orders and the the SIA monthly WW shipments [and their ratio]. It says semi equips get a double whammy when chip makers sell less: they also reduce the % of sales they invest in equipment. [Intel this year is the exception]

Gottfried