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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (3922)	12/17/1997 5:35:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Cary, Can you recall who lowered FY98 estimates to $1.69? The lowest #'s I've seen were no where near that. TIA, Brian

To: Cary Salsberg who wrote (3922)	12/17/1997 9:17:00 PM
From: Investor2	Read Replies (2) \| Respond to of 10921

RE: "... most money managers and they could easily panic and dump AMAT if the next CC confirms that SEA orders are being cancelled and pushed out." When will the next conference call be? Thanks, I2

To: Cary Salsberg who wrote (3922)	12/18/1997 10:24:00 AM
From: Clarksterh	Respond to of 10921

Excerpt from an recent article in Techweb that I missed last night on capacity in the semiconductor industry: <<Whether that will have a deleterious effect on the already sluggish chip market is not certain. Dan Hutcheson, a principal with VLSI Research, in San Jose, Calif., doesn't think it will. "There is not really excess capacity. Everyone's running at capacity right now," Hutcheson said. "I don't see things being tough next year." The wild card in all this appears to be how the financial turmoil in Asia will affect the global semiconductor market. The Semiconductor Industry Association projects that the region will represent 22 percent of total semiconductor revenue this year. "The world is freezing up because they fear what is happening with Korea and the whole financial crisis in Asia," Hutcheson said. "But most of the end demand comes from Europe and the United States, where the economies are pretty healthy." >> The complete article, which includes a different securities analyst (from UBS Securities, which I trust a lot less than VLSI) saying that the problem is over-capacity, is at: techweb.com