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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: Sam Citron who wrote (44350)3/22/2001 5:57:54 PM
From: Ian@SI  Read Replies (2) of 70976
 
Sam,

I think the MU inventory news is significant in the context of it occurring during first Quarter, the slowest Q of the year. Normally, one would expect to see inventory increases during this Q. Instead, MU, and presumably the other DRAM makers, have seen progress in removing an overhang.

This implies that PERHAPS the consumer electronics sector is doing better than I had thought; and it isn't just new homes and cars that selling.

Ian.
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