Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.31

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To: Proud_Infidel who wrote (50165)	8/3/2001 2:30:14 PM
From: Dr. Mitchell R. White	Read Replies (1) of 70976

Thanks, Brian. IMHO, Mr. Barrett must be ingesting some of the local herbs. =8-0 I talked last week with friends who work in semiconductors here in Austin (I can't tell you who or the employer, or they'd have to kill me), and their story is dramatically different. Prices for their chips have never been lower, and they are in danger. Period. And no visibility to any upturn, or even flattening of the price & demand curves. So at best we're getting mixed signals, which is par for the course so far this year. Oh well.... M

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