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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%Nov 18 3:59 PM EST

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To: Proud_Infidel who wrote (14641)1/13/1998 9:29:00 PM
From: Taby  Read Replies (1) of 70976
 
Bullish on AMAT because:
I believe Asian countreies can not afford NOT to buy capital equipment. As production costs go down, they need even more capital equipment to both stay competitive and boost exports. If there is any delay it would be tempoprary and short lived if some companies need to line up their credits.
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