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

To: davesd who wrote (10899)	11/12/1997 11:28:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Dave, a 1.39% cut - that's bad news. GM <eom>

To: davesd who wrote (10899)	11/12/1997 11:46:00 PM
From: Big Bucks	Read Replies (3) \| Respond to of 70976

Dave, How long do you suppose this downturn/delay in chip fab expansion will last. I'm guessing 6-9 months. What, in your opinion, will be the catalyst for reversing the downturn in the semi sector and semi-mfg equipment. My read is that the Pacific rim countries economies will stabilize as interest rate hikes slow down the various economies and then the rates will drop to stimulate the growth again. Also Europe will start trending positively as interest rates drop in Germany, France, and Great Brittain sometime in late winter/early spring and the economies start picking up and consumers start spending for computers, etc. BB