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

To: Paul V. who wrote (24617)	9/25/1998 12:26:00 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Paul, you ask "has btb reached the low?". We can take a poll on that question: new btb for September poll geocities.com before taking the poll you may wish to... ...view the historic btb chart geocities.com ---------------------------------------------------------- the AMAT low poll results (started Sept.3.1998) apps2.vantagenet.com We had 185 responses to that one. GM

To: Paul V. who wrote (24617)	9/25/1998 3:17:00 PM
From: Big Bucks	Respond to of 70976

PV, RE:Have we reached the lows at a BTB at 60? Is this the reason that AMAT is now holding up? Big Bucks, what are your thoughts regarding AMAT's current pricing and the data? I called for a B2B low of between 0.50 and 0.55, my guess is that we will see it by Dec. As far as current pricing: low volume and increasing price is an anomaly since the B2B for front end equipment continues to erode and there is virtually no growth in the semi industry. At some point there will be capitulation. Right now it is pure speculation that is driving the prices of the semi-mfg's up coupled with somewhat favorable news from INTC and the PC manufacturers. I see it as a bubble that will burst by Nov/Dec time frame. Just my opinion, still waiting, BB