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

To: Proud_Infidel who wrote (20593)	6/19/1998 12:05:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Brian, >Taiwan Tech Firms Boost Investments to Counter Market Slump June 19, 1998 (TAIPEI)-- Many high-technology companies have decided to install new equipment and expand their production capacities to cope with the Asian market slump. This is in sharp contrast to the cutting of staff levels and slashing of procurement done by most other firms in the industry.< I wonder if one firm starts the conversion if the effect will be the jumping in with other corporation upgrades in order to keep from losing their _ss. Will emotional momentum take over. If so, then the SEMI equipment makers (AMAT) will start to rebound. Just my $.02. Did you get your analysis made of the DW data I posted from2/17-6/16/98? I found it interesting in that it gives us some indication where things are going. Paul

To: Proud_Infidel who wrote (20593)	6/19/1998 2:52:00 PM
From: Katherine Derbyshire	Respond to of 70976

>>Light at the end of the tunnel???? ++++++++++++++++++++++++++++ Taiwan Tech Firms Boost Investments to Counter Market Slump June 19, 1998 (TAIPEI) -- Many high-technology companies have decided to install new equipment and expand their production capacities to cope with the Asian market slump. This is in sharp contrast to the cutting of staff levels and slashing of procurement done by most other firms in the industry. << It's an oncoming train. Building capacity in a slumping market may build market share, but it cuts profits for everyone. This is similar to what happened in DRAMs, IMHO. And these guys are computer makers, not chip makers, so it won't create any semi equipment orders to speak of. Katherine