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

To: Gottfried who wrote (24586)	9/24/1998 1:02:00 AM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

GM, Nothing profound, just a rehash of current sentiment on future outlook. I'm wondering if institutions will remain invested with this statement probably being correct. <snip>While the equipment market should also see a leveling, the prospects for recovery still appear to be at least twelve months off." <snip> One topic missing is new fab construction isn't likely next year or in 2000, I read an article earlier that indicated that a major Taiwanese foundry was in negotiation to potentially purchase an existing fab from one of 4 international manufacturers, rather than investing/building a new fab. There are many fabs now closed, some of them less than 2 years old, that probably could be purchased at 1/2 the cost of building a new fab from scratch. Until new fab construction resumes at a pace of 3-5 fabs a year there won't likely be any huge new orders to sustain semi-equip growth at more than "subsistence" levels for 2-4 years. Just my opinion, BB