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Politics : Idea Of The Day
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To: Joe S Pack who wrote (12537)10/22/1997 1:38:00 PM
From: Cynic 2005  Read Replies (1) of 50167
 
Karun, AMAT may be shifting operations to Austin to achieve cost savings. I don't see why that plan should be stopped even if they see a slow-down in demand. Here is what Lam Research executive has to say:
techweb.cmp.com
The slow-down and push-outs are for real. Regardless of what a few people think, the turnaround will not happen over-night.
I own puts on Lam Research. I expect them to beat estimates by at least 50% and still the stock get wacked.
Good luck!
-Mohan
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