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Politics : Formerly About Applied Materials

AMAT 275.13

+3.0%

3:59 PM EST

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To: Tony Viola who wrote (37590)	9/29/2000 1:02:47 PM
From: Kirk ©	Read Replies (3) of 70976

Worse reaction so far to AAPL than to INTC last Friday. Straw that broke the camel's back? My take. High demand uPs from Intel were in very short supply early in the year. Dell, HWP, CPQ, GTW loaded up on inventory so they would have parts to ship. Now they are working off inventory as Intel has improved their yields and can ship more thus the PC companies can again shorter their WIP or even return to JIT manufacturing (higher margins with JIT so this is good news) HWP's Carly Fiorina announces that ``We're very comfortable with the estimates. Our European business is strong,'' Fiorina continued. ``Our ink-jet supplies business is strong. Our PC business is strong. Yes, we really mean it. Yes, we'll deliver it.'' dailynews.yahoo.com Lexmark and AAPL are doing poorly so it seems that HWP continues to gain market share, especially in Europe. Talk to kids and they LOVE to burn their music into CD R/Ws to play. HWP made a bet early in the year and added CD R/W to most of their PCs. Wanna bet most add a 2nd PC for their kids? I'm not a highly paid pro at a major firm, but it just doesn't seem that hard to connect the dots. Perhaps I have far more HWP shares than healthy since I worked there? 8) I HAVE heard from a friend in the business that he can buy fab capacity where before it was taken by cell phones. THAT does worry me a bit, but the process was not bleeding edge and I've head cell phones are switching to more features and perhaps a smaller feature size process and so the old process the cell phones are leaving now have capacity???

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