Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.28

+0.8%

3:59 PM EST

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To: Katherine Derbyshire who wrote (30574)	5/25/1999 12:19:00 PM
From: Sun Tzu	Read Replies (1) of 70976

Very good point. Thanks for the clarification. This question is best asked on the Micron thread, however, the high fluff-to-content ratio at that thread prevents me from going there. Could you or anyone comment on whether you think MU can survive for another two years without seriously defaulting on its obligations or dramatically changing its business. The reason I am asking this has to do with the "OT" part of your post. Because I believe that the way to make money in stock market is to choose time spans that are different than the average. So if people are dumping MU becuase it is going to have a bad time over the next 3 quarters, but MU will be around in two years as one of 3 or 4 surviving DRAM makers, then in my mind MU is a buy. Care to comment? Sun Tzu

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