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


To: derek cao who wrote (18003)3/20/1998 6:50:00 PM
From: Big Bucks  Respond to of 70976
 
Derek,
Thanks for the links, Interesting stuff. I'm getting mixed signals
from the reports but if my interpretation is correct, computer sales
are still relatively strong as are chip sales but margins are decreasing as competitive pricing pressures reduce profits. Seems like
many on this thread have called it correctly by inferring that
overall demand is high and production is robust even if less profitable.

BB