Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.92

+3.1%

Nov 24 3:59 PM EST

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To: Alice who wrote (15012)	1/24/1998 2:41:00 PM
From: 16yearcycle	Read Replies (1) of 70976

Alice,(from the link you gave us, someone's thoughts) "Naturally, the turmoil in Asia will have a serious impact domestically, most obviously by exaserbating the overcapcity" Amazing. The stock market may crash, asia may do it, amat may go to ten, but one thing is very clear: the asian crisis will RESOLVE the overcapacity that has existed and currently is driving down prices. The more severe it is, the faster oversupply will disappear. If we are talking about weeks or months, yes, we all know it will get worse first.

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