Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 3:59 PM EST

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To: 16yearcycle who wrote (10350)	11/4/1997 2:24:00 PM
From: davesd	Read Replies (1) of 70976

Gene...did you read the whole thing....they mentioned what FABs are doing about the oversupply of DRAM... I guess what happens in the DRAM market is not important in the long term...even though AMAT gets 40% of their business from DRAM fabs. dave

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