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Technology Stocks : Micron Only Forum

MU 333.34

-1.4%

Jan 14 3:59 PM EST

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To: GM who wrote (17628)	8/13/1997 3:43:00 AM
From: D Lewis	of 53903

GM re:AMAT(Applied Materials)is world's largest supplier of simi fabrication systems for wafers. They making Huge money-just reported Super earnings= lots of semi plants being built and coming on line= Industry going to have to do like OPEC oil producers or over supply. Will The orient trickle chips out of these multibillion$ fab facilities??? Maybe MU options should be traded over in the hog futures pit with the rest of the commodities. SOX index about the only one with any positive left.AMAT might keep lead the semi bulls (and hogs) out of consolidation,correction, or whatever it is. who knows?? good trading Don

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