SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Tito L. Nisperos Jr. who wrote (9093)10/21/1997 9:50:00 AM
From: orson sanderson  Respond to of 70976
 
TITO, will never forget AMAT nor you. How could we since the digital revolution is upon us. I remembered your ATARI stories and your wisdom.REgards



To: Tito L. Nisperos Jr. who wrote (9093)10/21/1997 10:23:00 AM
From: davesd  Read Replies (2) | Respond to of 70976
 
The following is out of the KLAC press release...

New order volume was slightly below revenue levels, reflecting the anticipated impact of slower seasonal activity. Consistent with several prior quarters, orders in the U.S. accounted for more than the typical 30% of total, primarily on the strength of the continued capital spending by logic and microprocessor device manufacturers. Orders in Japan and Europe continued to strengthen as a percent of the total, while the Asia Pacific region remained weak.

New order demand drivers for the quarter continued to come from areas not directly related to new fab construction.

Lets hope it is seasonal and new fab construction starts soon...

dave



To: Tito L. Nisperos Jr. who wrote (9093)10/21/1997 3:41:00 PM
From: miklosh  Read Replies (2) | Respond to of 70976
 
Tito, KLAC +3 5/8 AMAT +1 at 3:40. Comments?