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

To: Carl R. who wrote (29782)	4/29/1999 9:57:00 AM
From: Sun Tzu	Read Replies (3) \| Respond to of 70976

>> Eventually some players fold or run out of money Which is what I am getting at. The bleeding has been so hard in the last 2~3 years, that many companies, here and in Asia, have gotten out of the business and the bankers are not willing to lend too much money to the remaining ones. So they will not be buying as much equipment anymore, at least not until the need for it becomes crystal clear. ST P.S. Gottfried, you are an invaluable resource. Thanks for the info. P.P.S. Seems like AMAT is headed for ~47