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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (31038)6/15/1999 7:58:00 PM
From: Skeeter Bug  Read Replies (3) of 70976
 
to all: amat is doing much better than i expected. i still think it is expensive, but not nearly as bad as i had thought previously. the dram players are losing gonja bucks on dram and pricing is collapsing again.

they continue to buy equipment. not sure how long that can last. watch for signs of a reversal b/c this can't last...
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