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

To: Sun Tzu who wrote (29783)4/29/1999 10:02:00 AM
From: Rob C.  Respond to of 70976
 
I don't think 47 is possible...check this out...

askresearch.com

If we hold 50, 60 is a lay-up.

Regards,

Rob



To: Sun Tzu who wrote (29783)4/29/1999 10:03:00 AM
From: Jeffrey D  Read Replies (2) | Respond to of 70976
 
Sun:<<P.P.S. Seems like AMAT is headed for ~47>>

Ouch!! Sun, how did you arrive at that number? Thanks, Jeff



To: Sun Tzu who wrote (29783)4/29/1999 10:49:00 AM
From: Carl R.  Read Replies (1) | Respond to of 70976
 
Not really. The only ones who have really reduced buying are the Japanese, and they probably used primarily Japanese equipment. MU, the Koreans, and the Tiawanese have all escalated to the next round and increased equipment purchases. IBM of course is always up to date. I don't know about Siemans.

Carl


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