Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Sun Tzu who wrote (30572)	5/25/1999 10:38:00 AM
From: Katherine Derbyshire	Read Replies (1) of 70976

>>So if there is going to be all this DRAM famine that we've been hearing about since March, why has MU been falling everyday? Seems to me that the market does not agree with the "gurus" on this.<< Because the market and the gurus are looking at different things. DRAM famine in 2000 does not translate into profits in 1999. (In fact, one reason for the predicted DRAM famine is that the DRAM vendors have been so badly mangled in the last few years. They've been underspending on capacity and/or getting out of the business altogether. The market seems to be worried that the carnage isn't over yet.) OT--That's why I don't recommend semi stocks. I've got a pretty good feel for the business outlook, but no clue how the market will respond to it. Katherine

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