SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: akidron who wrote (17555)3/12/1998 12:35:00 AM
From: Steve Rolfe  Read Replies (1) | Respond to of 70976
 
Aki,

According to the new order numbers I posted, even if we lose half of Japan(which I don't think will happen) for a couple of quarters AMAT appears to be able to handle it. Hong Kong and S. Korea can be handled as well. Do we really need to worry about Indonesia??
And to reiterate the point that has been made many times, during downturns AMAT has shown the uncanny ability to "acquire" market share.
What will more market share mean during the next upturn?

Steve



To: akidron who wrote (17555)3/13/1998 4:07:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Unfortunately, by the time I clicked on the link, the stories had changed. Can you summarize?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News