Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: michael97123 who wrote (37875)	10/5/2000 11:50:05 AM
From: Tony Viola	Read Replies (2) of 70976

Michael, I guess Dell >> MU, if you know what I mean? Also, I think some analysts are trashing MU in spite of their great earnings because they see DRAM prices going down. Someone on CNBC said MU has 25% market share now, vs. 7% a couple of years ago. That can't be, considering how big Samsung, Hyundai and all the Japanese DRAM companies are. I edited this. Truth in posting. Tony

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