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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (42833)3/21/2002 4:40:33 PM
From: 1podstock  Read Replies (2) | Respond to of 99280
 
AMAT analyst meeting: I have no FARKING clue what this person/scientist at AMAT is saying.

All I can get so far is they're doing something with 0.08 microns, and 300-mm stuff. Would be nice if I could actually make out what he's saying.

Waiting for analyst questions.



To: Sully- who wrote (42833)3/21/2002 4:58:29 PM
From: Frederick Langford  Read Replies (2) | Respond to of 99280
 
16:38 ET Applied Materials (AMAT) 52.02 +1.02: On conference call, company says recovery is in progess...AMAT expects that capacity utilization rates at the foundries will increase to 80% by year-end, up from 50%-60%.

Fred


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