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

To: advocatedevil who wrote (49734)	7/24/2001 8:55:43 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

AD, Thanks for the post. I did not listen to the Q&A part of the CC, but every downcycle has a point where the chipmakers must spend money just to survive. I do not believe we are too far from that point and Bagley recognizes this as well when he says "however, he is inclined to believe that the industry is at a point where customers are going to need to purchase new equipment in order to sustain their technological, and competitive, advantage... " Now if we can just get the analysts to understand.....aw, what am I thinking:-))) BK