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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: IceShark who wrote (24066)3/9/1999 2:34:00 PM
From: wlheatmoon  Read Replies (1) of 86076
 
From an excellent trader who has been high on AMAT and the sector.

To: MKC (15303 )
From: Judy
Tuesday, Mar 9 1999 2:32PM ET
Reply # of 15306

DRAM oversupply was expected, the Koreans ramped up production a few weeks ago
and supply is hitting the market. Now we'll see whether the semi growth cycle is a
bubble or not. Time will tell, Mike.
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