Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 3:59 PM EST

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To: davesd who wrote (9215)	10/23/1997 10:00:00 AM
From: Proud_Infidel	Read Replies (1) of 70976

now, please don't blame me for the tank).. dave, We need to scapegoat someone over this terrible tragedy<G> Just curious, why are you bearish at this point? Prices for the equips have been beaten to what I believe are very attractive levels. The Sept. BTB was the highest in recorded history for that month. And KLA and LRCX both said positive things in their CC's. LRCX said that DRAM spending was still strong even with recent price weakness. Regards, Brian

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