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

To: Terry D who wrote (21770)	7/14/1998 12:17:00 PM
From: akidron	Read Replies (1) \| Respond to of 70976

TITO & GM .... U r some opptomistic guys.... everything we can see is dark, and everything else is invisible... so we paint what we can't see brightly... because we can... it can be whatever we want it to be....mmmmmmmmmmmmmmmm I don't see that INTC meeting or beating is gonna help AMAT much because I reckon they keep chipping (sorry) away at capital plans either way..... because they can... they don't need capacity, they might not for a while... and 300mm went the way of betamax (for now)... AND what does amat do about it's own billion buck expansion... can't keep r7d that u are not using on the books (write off) can't value idle plant like its producing (write off) and what about the emploees you trained to man them (write off).... Dunno..... wish I could see what u guys see.... I'll eat my hat if 26 is not breached in the next three months....

To: Terry D who wrote (21770)	7/14/1998 12:28:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

TD, Re: "many capital equipment managers said they believed the industry would not reach any meaningful accord at this week's meeting, but they remained hopeful that the transition from 200-mm to 300-mm wafers would happen by the middle of the next decade. A few industry analysts and managers said it now looks as if 300-mm wafers could become a "lost fab generation" despite more than $4 billion in development having been spent on the technology since the mid-1990s." Interesting, that 2001ish has been moved to 2005ish. And it seems this is a $4B feast that has been prepared for which the guests are "no shows". hmmm.