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Edmond1
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re: Applied sees semi equipment orders bottoming by October
Edmond1   8/20/2012 8:20:15 PM
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Applied's PR machine can't find anything else to blame. Interesting that LAM's forecast lacks the doom & gloom. Could the difference be in technology or their sales teams ?

DMac
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re: Applied sees semi equipment orders bottoming by October
DMac   8/17/2012 1:26:23 AM
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More blame on macroeconomic doom and gloom, but at least Applied expects sales to improve after this quarter. Interesting that foundry vendors--who earlier this year were keeping Applied and other tool makers on target--are blamed for slowing down orders. But CEO Mike Splinter said he expects foundries to led the way back by improving orders by the end of the calendar year.



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