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

To: KM who wrote (28562)	2/25/1999 3:42:00 PM
From: Michael Ohlendorf	Read Replies (3) \| Respond to of 70976

Folks: What's up ? As soon as I cover my shorts with a loss everybody is dumping his AMATs like hell ! Gottfried and the bulls where are you ? I thought AMAT is going to 100 by summer and now this ! Nobody buying anymore ?

To: KM who wrote (28562)	2/25/1999 3:49:00 PM
From: Tony Viola	Respond to of 70976

Truff, nice article, all smashing good news but lost on today's market. Isn't that reporter at the bottom the one you were using a B word on the other day (for non-subscribers to that other thread, it wasn't the B word). Tony

To: KM who wrote (28562)	2/25/1999 10:54:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Trufflette, re CFO Joseph Bronson said he sees the possibility of semiconductor demand exceeding production capacity by about 5% in the year 2000.< Elsewhere the shortfall was quoted more precisely... Applied Materials (AMAT) Chief Financial Officer Joseph Bronson said demand for dynamic random access memory could outstrip capacity by 4.7 percent in 2000. cbs.marketwatch.com Since SEMInvest quotes from industry officials acknowledge zero visibility into next year, I'll just ignore Bronson's number. But there was other good news... Chip equipment company Novellus Systems (NVLS) expects revenue to grow sequentially in the first and second quarters, said Chief Financial Officer Robert Smith. He also said he expects the book-to-bill ratio to be greater than one-to one in both quarters. In addition, the company said that if capital spending in the industry is at 21 percent of revenue, investments will favor wafer fabrication equipment through the next few years. cbs.marketwatch.com Gottfried