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

To: davesd who wrote (11016)11/13/1997 11:58:00 PM
From: Big Bucks  Respond to of 70976
 
DD,
>>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.<<

Good question!
Answer ,in my opinion, limited buying to replace
older non-viable equipment or upgrades to existing equipment
to stretch its' useful life until the next generation of
equipment and chips are a necessity. Do what you can with
what you have unless you need enhancing specialty equipment.

And your take?

BB

and


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