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

To: Big Bucks who wrote (11014)	11/13/1997 11:45:00 PM
From: davesd	Read Replies (1) \| Respond to of 70976

BB..you skipped my main question....I think the FABs over forecast capacity needs in 1995 and 1996 resulting in huge revenues for semi's. This year they may have done it again....which may result in a slowdown in 1998....So if the fabs get the forecast right, what does the revenue picture look like, we've seen what happens to spending in a slowdown and what happens in fast growth mode....so what happens when we are in the middle of the two extremes. dave