Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Proud_Infidel who wrote (13769)	12/22/1997 1:34:00 PM
From: Steve Robinett	Respond to of 70976

Brian, I agree. In addition, any fabs pushing back capital spending now will be playing catchup later, again good for AMAT down the road. Best, -Steve

To: Proud_Infidel who wrote (13769)	12/22/1997 2:08:00 PM
From: fedhead	Respond to of 70976

I disagree. I believe we haven't seen the worst from Asia. Once a couple of fabs get postponed I believe AMAt could see the low 20's in 1998. I do not think this is the time to add to one's position . Having said that I think AMAt is well positioned once the 300 mm transition does start ocurring. Anindo