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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Lone Star who wrote (23850)	10/22/1997 10:35:00 AM
From: Skeeter Bug	Respond to of 132070

lonestar, in todays cash rich and competitive business world, i doubt everyone in the tech world rolls over and lets amat grow at 40% for then next 10 years. the fact is, the larger you are the harder it is to continue to grow at the exceptional rate that amat has grown at. achieving 40% growth while near the peak of a semi glut is also much more difficult. amat must return to $70 this year to continue at that rate. i think $20-30 is more likely within a year than $70. we'll see.

To: Lone Star who wrote (23850)	10/22/1997 10:54:00 AM
From: davesd	Read Replies (1) \| Respond to of 132070

Lone, what do you see for the semi tool industry in 1998?? It seem like the market is split...people are starting to think that we may we entering another slowdown...do you see any indications of that?? dave

To: Lone Star who wrote (23850)	10/22/1997 11:38:00 AM
From: Mike M2	Read Replies (1) \| Respond to of 132070

Lonestar, I think I speak for most Burkites when I say that we expect margins to come under pressure due to excess capacity in the semi industry and a slowdown in the rate of growth. At some point we do expect negative unit growth. As MB says it ain't sales it's margins. We also expect the commoditization of many semis and end products to continue to pressure margins. The TV industry was once a higher margin business now it is not they still sell TVs they just don't make the margins they once enjoyed. Burkite Mike