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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Jacob Snyder who wrote (39994)	11/26/2000 5:11:11 PM
From: Demosthenes	Read Replies (1) of 70976

Jacob, <<Access to credit has been shut off recently for many internet and telecom companies, and vast expansion plans in those sectors are going to get mothballed. This will affect chip demand, and AMAT stock price is ultimately a derivative of chip demand. >> Major premise: Credit is nil for some inet/telecom co's. Minor premise: Vast expansion plans in these sectors to be mothballed (a HUGE assumtion). Conclusion: Chip demand will be affected. ~~~~~~~~~~~~~~~~~~~~~~~~~ Why would something think expansion would be mothballed because SOME companies cannot get credit? Some baseball teams play poorly, therefore the sport will be mothballed. I just don't think my logic professor would give me a passing grade with these examples. There were over 300 auto companies in the 20's and over 90% of them are no more. They lost access to credit on their way to non-existance. And we all know what kind of mothballing the auto industry has had in the last 70 years. D

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