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

To: shane forbes who wrote (19542)5/18/1998 9:22:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Shane,
My wireless keyboard batteries died in the middle of my last reply to
you, so if you got a confusing message from me, you'll know why.
Thanks for the info on Japanese chip/memory producers and cutbacks on
capital spending. I'm not surprised, this just re-inforces the obvious chip manufacturers dillema. Margins are thin or non-existent
in the memory business, so why add capacity at this time. Better to
use the current situation to do R&D on future designs and manufacturing for the next 2-3 generations of products and then
purchase the necessary equipment when it is more cost effective and
the processes are finalized.

Regards,
BB



To: shane forbes who wrote (19542)5/18/1998 10:56:00 PM
From: jelrod3  Read Replies (1) | Respond to of 70976
 
Thanks, Shane. James Morgan himself said that the key for AMAT was Japan. If they aren't going to spend money on capital equipment, how can AMAT recover to previous highs, at least in the foreseeable 1 to 2 year period? Sounds like it will get worse before it gets better for AMAT.


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