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


To: Ian@SI who wrote (23980)9/9/1998 6:06:00 PM
From: Big Bucks  Read Replies (2) | Respond to of 70976
 
Ian,
Reading between the lines:
After studying the 10Q release, it appears that AMAT is anticipating
further deterioration of its business due to Japan, AKT joint
venture and other Asian countries and overcapacity in chip
manufacturing capacity.

Watch out below!! Could see some additional stock buy backs before too long.

BB