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

To: Teri Skogerboe who wrote (20583)6/19/1998 12:50:00 AM
From: Gottfried  Respond to of 70976
 
Teri, you said >If Novellus felt that a turn in the industry was
imminent, I don't think they would be making a 10% "permanent" workforce reduction.<

Seems like a logical observation. I remember how IBM reduced
their global workforce by maybe 30-40% a few years ago, and
that action (together with other measures) helped the company
and its stock to turn around.

Novellus wants to be leaner, regardless of business conditions.

GM



To: Teri Skogerboe who wrote (20583)6/19/1998 7:29:00 AM
From: Murti Gajjala  Read Replies (1) | Respond to of 70976
 
Teri,

***OT***

Sometime back (I believe) you posted quarterly performance of AMAT(?) in a tabular form. I am looking for the URL. If you still have it, can you post it on the thread (my email on the SI has NOT been updated)

TIA

Murti


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