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Politics : Formerly About Applied Materials
AMAT 260.22+0.4%Dec 23 3:59 PM EST

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To: Sun Tzu who wrote (48286)6/21/2001 2:59:46 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
ST,

Good luck on you EXDS. I do not know enough about the industry or the company to take a position yet, although God knows I could get my toes wet at a dollar a share. I only know that they once had extreme pricing power last year because of a lack of web hosting companies, and now they have a seemingly endless supply of capacity.

BK
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