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


To: Robert O who wrote (25029)10/7/1998 9:36:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Robert,
I took it to mean "placing orders for equipment to increase production capability". I think they were too enthusiastic with this
statement, maybe they are trying to infer that the semi biz is
improving. I'm not convinced, just a typical "Fall bubble" due to
new products moving into stores for XMAS. After the holiday shopping
is over things will be "ugly" again as consumer demand drops off a cliff.

Just my opinion.

BB