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

To: Jeff Mills who wrote (9199)	10/22/1997 5:54:00 PM
From: AlienTech	Respond to of 70976

This is what I wanted to hear about all the recent noise from all the anal-ists on the chip industry.. Shortage of rocks, crystals, demand and bananas. Why dont they just come out and say ops we were short a few million shares and the price was going up too much. Some of these excuses are worse than pathetic. If LRCX cant see a slow down, maybe AMAT cant either, especially since they said looking forward the business looks good. I dont tend to belive anything I hear, But the sign out front saying Help wanted, for 9000 more vacancies available makes you think a company is not going to hire all those people unless they thought the prospects were good. >> "While there is industry concern related to the imbalance in DRAM capacity and demand, customer requirements for 0.25 micron processing equipment continues to drive a high level of investment in logic and memory device production," said James W. Bagley, chief executive officer for Lam. "Our revenue and new order performance are consistent with this trend, and we expect this quarter-micron investment activity by customers to continue in subsequent quarters." <<