Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.84

-0.8%

Jan 13 3:59 PM EST

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To: Lone Star who wrote (33966)	2/1/2000 3:30:00 PM
From: Tony Viola	Read Replies (1) of 70976

I can see the cycles going on for DRAM, but not so sure for everything else semi. Or is that too simple minded an assumption? One assumption, within my assumption is that non-DRAM companies don't excessively overbuild or dump, those sorts of things. Maybe a pollyanna assumption? I hope to not have to change my semi holdings, except possibly AMAT, FROM buy and hold status. I will certainly look to the sages of this thread for the signs of things possibly turning. There isn't a better one. Tony

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