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


To: tombet who wrote (27505)1/3/1999 9:18:00 PM
From: Proud_Infidel  Respond to of 70976
 
tombet,

I think we'll get a good idea about what type of year AMAT will have after Intel releases its earnings on the 12th. If they still are having difficulty meeting demand, it's onward and upward for the SOX. Regardless of what happens in the near-term, the fabs will eventually be forced to migrate to new equipment. The question is really only when, mid 99, late 99, or 2000?

BK