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


To: Chuck Williams who wrote (15234)2/1/1998 4:06:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Chuck, btb is slightly under 1. For a chart, please go to...

geocities.com ...and scroll down. It is good to remember that btb
is only part of the story.

GM



To: Chuck Williams who wrote (15234)2/1/1998 7:03:00 PM
From: Big Bucks  Respond to of 70976
 
Chuck,

Re: Are you suggesting demand will fall off near term (i.e., a B to B under 1.0) before we reach 'critical mass' again?

Yes, that is my read on the situation based on other companies
announcements of Asian impact and the plethora of fab delays/equip
pushouts announced by very large foreign corporations.

Just my opinion,
BB