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

To: Big Bucks who wrote (14558)	1/13/1998 12:10:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

If Taiwan, Japan and Europe announce total of 10+ new fabs started this year, but I don't see this happening short term BB, With all of the data we currently have, do you see AMAT meeting their guidance of $2.08-$2.15 for this year? Mgt is still sticking to their forecasts. If we are to hear a warning regarding Q198, it should come in the next 2 weeks. Regards, Brian

To: Big Bucks who wrote (14558)	1/13/1998 12:26:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Re: If this happens then NVLS and LRCX would have to merge to compete and smaller niche players would be aquired for their technology/patents, Such as AGAI, and MTSN there are others that may need to merge to survive this year. BB, You really think a merger is necessary for LRCX and NVLS to survive? They each have some pretty impressive technology to challenge AMAT but I am not certain a merger would help their cause. Although this idea is frequently bantered about it is my own opinion that if we were to have seen a merger, it would have happened by now. We have already begun the recovery and spending development of 300mm equipment has begun in earnest. Wouldn't this be a large reason to merge? At this point, any cost benefits would be mitigated to a large degree since each has their own 300mm program already in full swing. I just don't see a merger having much effect right now. Would appreciate any counterpoints you can offer. Regards, Brian