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

To: michael97123 who wrote (64993)	7/23/2002 10:25:56 AM
From: Alastair McIntosh	Respond to of 70976

mike, there is no sign that NVLS woes are company specific. Order rates are softening at foundrys and DRAM producers. Wafer start activity is slowing down and utilization rates of foundries will plateau in the last half of the year. Look for pushouts and order delays. End demand is the problem. Ignore self serving statements of CEOs trying to pretend conditions in the industry are not as bad as they are.

To: michael97123 who wrote (64993)	7/23/2002 10:33:35 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Michael, remember that a bookings slowdown at this point in the cycle is historically normal. suite101.com [the green bookings line flattens for a few months after the initial rise from the bottom] G.