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

To: Big Bucks who wrote (24589)	9/24/1998 2:45:00 PM
From: Math Junkie	Respond to of 70976

Re: "...there won't likely be any huge new orders to sustain semi-equip growth at more than "subsistence" levels for 2-4 years." Boy, you just keep getting more bearish! I think I'll just go out and sell everything! <G>

To: Big Bucks who wrote (24589)	9/24/1998 5:06:00 PM
From: Gottfried	Read Replies (3) \| Respond to of 70976

Big Bucks, I went to an analyst's presentation at DiskCon today. Todd Bakar was there among others. The DD business looks just as dreary as semi equips, if not worse. In addition to over capacity, they also have no pricing power. The pipeline is almost clear now. Waiting for demand drivers (killer apps). PC growth still over 10%. Several companies (unnamed) verge on extinction according to John Bronkhorst of ML. The storage market IS growing, but consolidation unlikely. 13% of PCs fail out of the box exchange2000.com Sorry not to be more upbeat.<g> GM