Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.92

-1.1%

3:59 PM EST

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To: Dr. Mitchell R. White who wrote (35096)	5/9/2000 8:17:00 PM
From: Proud_Infidel	Read Replies (2) of 70976

Mitch, I've seen the inventory numbers and they do look good. Also, have seen top people at chhipmakers saying firsthand how tight supply is. What I am having trouble reconciling is the fact that INTC sold part of their position in MU right at the time all of this is happening. Perhaps they are seeing something I am not, or have better uses for the capital. In any case, end user demand is what counts and by all means it appears to be strong across the board. biz.yahoo.com Brian

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