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


To: Howard Bennett who wrote (14089)1/3/1998 12:09:00 PM
From: davesd  Read Replies (1) | Respond to of 70976
 
Howard, that is one aspect of the slowdown...orders get pushed out. The part that you need to ask your friend is..what is the slowdown in new orders....if FABs are pushing out orders....then I doubt that those fabs are placing any new orders. So 10% may be getting push out...what is the % drop in new orders??

dave

Buck...I'm still here...just nothing new to add...so I have cut my posts back.