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

To: Teri Skogerboe who wrote (14991)	1/23/1998 10:51:00 AM
From: 16yearcycle	Read Replies (2) \| Respond to of 70976

Teri,BB and all: Thank you for this post. Some on this board may not be aware of the tremendous long term record Dauvin has. This prediction indicates that he feels that the current oversupply will be corrected by the second half of this year, what several of us have been saying.The effect on the cap. equip. makers is happening now.The more delays or decreases of fab spending that occur, the sooner the overcapacity will be gone. How do you interpret these articles?