Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

3:59 PM EST

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To: jtechkid who wrote (17506)	3/11/1998 1:44:00 PM
From: Big Bucks	Read Replies (2) of 70976

Kid, I have learned to stay away from the chip stocks, they are way to volatile with so much competition from new products, and many direct competitors. What looks good initially can be quickly outdated or strategically out maneuvered due to circumstances and market influences, IMO. It is a hard call, Micron has diversified its' product lines and may shift gears into other more profitable, non-memory products. If this happens then they could go up 20-30%. The odds are probably the same as flipping a coin. However, all chip companies must purchase equipment and there aren't a lot of semi-mfg's to choose from, which insures future sales for the mfg's at some point. Just my opinion, BB

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