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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Ian@SI who wrote (5484)5/28/1999 9:27:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
** Semi Equips ** Ian: Re: "As usual, you're right."

Tell that to my wife! HA

Only wish I could have seen the post AMAT earnings drop in share price better. No matter what I might think about the drivers in the cycle, investors are focusing on the DRAM pricing situation. The action in MU and the semi equips yesterday show the market correlation at this point. We need MU trading above $40 with an improving or stable market for DRAMs IMO. MU to report week of June 18th as shown the MU web site. CC should prove interesting.
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