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

To: blake_paterson who wrote (26683)	11/24/1998 4:16:00 PM
From: Ramsey Su	Respond to of 70976

Blake, this is actually a better question for Katherine. Morgan was on CNBC after earnings. I sense that he was trying very hard to do a sales job, not to the shareholders but to potential customers. It seems to me that AMAT wants nothing better than another round of Fab war. I wonder if the industry is smarter this time and will no longer get suckered into over capacity. Would AMAT make as much money the next time around if the semi industry does not over build by 10, 20, 30 or more fabs? Further more, are there more price pressure from competitors this time around? Having been hungry for so long, I suppose there must be a lot of eagerness to cut price to get some business. Ramsey