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

To: Gottfried who wrote (20852)6/26/1998 10:11:00 AM
From: Teri Skogerboe  Read Replies (1) | Respond to of 70976
 
Just a btw from the LRCX conference call. Bagley said the news reports stating the foundry businesses in Taiwan were running at 55-70% of capacity were correct in their view. I was slightly surprised by the mention of a figure as low as 55%.



To: Gottfried who wrote (20852)6/26/1998 11:16:00 AM
From: Paul V.  Read Replies (1) | Respond to of 70976
 
Gottfried, It is interesting in looking at the data and the lows we
have made at this time. The DW low was $26 and we averaged at $26.9.

It will also be interesting what the high will be for the YE 98 and
99.

LO98 HI98 YE98 YE99
ave 26.9 53.0 48.0 76.8
std 2.7 7.5 7.7 13.7
min 20.0 38.0 34.0 50.0
max 31.0 70.0 62.0 100.0

Paul V.


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