Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Big Bucks who wrote (17363)	3/8/1998 9:27:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

BB, Yes, I cannot argue that things do not look rosy now. The grim picture many painted on this thread last oct. is beginning to come to fruition. That being said, methinks you assume it will last longer than actual. Capex purchases are being delayed yet there is a robust demand for high-end PC's according to DELL's recent earnings report and their forward guidance was equally bullish. In addition, the sub-$1000 market is growing at a healthy clip, adversely affecting INTC's margins as they recently noted. Until the end-user demand falls off a cliff, I do not buy into the scenario that the INTC's, MU's et al will cut off their equipment expenditures. I am bullish, am also nervous for the ST. BTW, may I suggest a thread for those in denial? Subject 19577 BK

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