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

To: davesd who wrote (10347)	11/4/1997 4:02:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Dave, we have a conflict. The article you posted says... >>Quarterly revenue reports by leading equipment manufacturers are consistent with our findings that 1997 should be an up year, with revenues growing 8.2%," said Robert N. Castellano, president of the Williamsburg-based market research firm.<< An article in Monday's IBD said: >>Purchases of wafer-fabricating, or chip-making equipment totaled $21.7B last year, up 14% from 1995. This year sales should drop 10% to $19.6B<< We need to do some homework. I have numbers to 8/97 in a spread sheet and will post when I have reviewed them. This is too important to leave to analysts.<G> GM