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

To: Katherine Derbyshire who wrote (22550)	8/6/1998 12:06:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Katherine, Shutting down the newer fab may have something to do with tax write-offs and other bookkeeping considerations. Older fabs would be more depreciated already. I'm no bean counter - just guessing. GM

To: Katherine Derbyshire who wrote (22550)	8/6/1998 12:30:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 70976

Katherine, more questions again. It just dawned on me that the Siemens facility should produce a quantifiable number, in terms of cancellation of orders for the semi eq industry. Assuming AMAT must have a chunk of this business, this is a number that is not included any pre-warning to date. Do you happen to have an estimate for how much business AMAT lost due to Siemens alone? I understand there are no new fabs under construction anywhere in the world today. Any word of any in the plans? Ramsey