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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2727)	2/8/1998 7:21:00 PM
From: shane forbes	Respond to of 3736

Brian thanks. 40% is still a lot. And I could be wrong but in 1996 and heck 1997 the Koreans continued to spend quite lavishly on fabs. This time that little tap looks like it's going off. Second it's not so much the backlog that my "gut" is concerned about it's AMAT's stock price! AMAT the company will have no problem surviving this downturn, if there turns out to be one. They'll prosper at the expense of others without the sliver of a doubt. On the backlog, The issue is whether or not the backlog is building? I would be stunned if it has increased. I did take a quick look at their recent q. statement: US 29% Europe 16% Japan 18% Korea 7% Asia Pacific 30% (Singapore/Taiwan strong demand) So not at all that precarious at first blush! One might argue that the pure foundries in Asia Pacific will continue to burn money and even if Korea goes poof (say half gone) and Japan goes smaller poof(say a third gone) then all told you may be right the demand from US and Europe might make up for a good chunk of that lost business. O well... We'll find out soon enough I guess.