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

To: jtechkid who wrote (20562)	6/18/1998 11:21:00 AM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Kid, I think that you still need to factor in the "Asian equation" into your analysis. There will not be any recovery there any time soon and most semi-mfg's have heavy sales exposure in this region. This is very different from '96 in this regard, THEY HAVE NO MONEY and are in a survival situation, no need for extravagance and no need for 300mm fabs, yet. There is perception and then there is reality, eventually reality will win. Just my opinion, BB

To: jtechkid who wrote (20562)	6/18/1998 3:53:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

Re: "i believe once the pre announcement period is over-one more week- and the window dressing selling is done you will get a nice reboundin the whole group." kid, these factors would also have applied in June of '96, but AMAT went down another 26 per cent in July. Any idea why? Is there anything different this time around that would cause July '98 to be better than July '96?