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

To: Steve Rolfe who wrote (17570)	3/12/1998 1:20:00 AM
From: akidron	Respond to of 70976

u said 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? My... point is if we lost half of japan amat would not be profitable given what it has already lost elsewhere... I'm east coast and its bed time for this bozo