Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Jeff Mills who wrote (9392)	10/24/1997 11:12:00 AM
From: davesd	Read Replies (2) of 70976

Jeff....TXN is losing big on DRAM..... biz.yahoo.com low prices mean overcapacity, it's a simple supply demand situation. Too much supply..not enough demand and supply keeps coming online faster than demand. INTC is bagging their Texas Fab plans, due to over capacity, they don't seem to be investing in better technology to improve their margins. dave

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