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

To: John L. who wrote (22424)	8/2/1998 9:16:00 PM
From: Ramsey Su	Respond to of 70976

John L, After the Submicron charge off last year, I doubted if any semi eq companies are interested in financing money losing business. Thanks for the lesson earlier but it is still far too much for me. Let me try again. Assume the DRAM market is dead and the ASIC market is booming, could Siemens, instead of folding, simply convert the fab to do ASICs? If yes, would they need to order a bunch of new eq from AMAT? Ramsey

To: John L. who wrote (22424)	8/2/1998 9:48:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

John L. >he BTB will improve since billings are dropping off so severely so that seems to me to be a poor indicator unless it goes to 1.3 or above. Chip prices will never return to there previous levels so demand must increase significantly to make companies profitable again.< What electronic, etc. do you see coming down the pipe which will increase the demand that you are calling for. Will the Y2K imbedded problem chips also require a more demand for powerful and quantity of chips. Thanks for your feedback. Paul V.