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


To: Big Bucks who wrote (24389)9/17/1998 8:01:00 PM
From: Fortinwit  Read Replies (3) | Respond to of 70976
 
BB: Taiwan Chip Maker Halts $14.5 Billion Plan
Again
a) Taiwan and Japan accounted for 38% of AMAT's bookings last quarter ($235M of $600M).
b) AMAT has set their sights on $600M revenue as a qtrly break-even point.
c) I don't think Japan and Taiwan will continue to spend at these levels.
d) I smell losses.
e) I'm bearish.

F. (that's me)