Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 341.36

+1.3%

Jan 29 3:59 PM EST

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To: Skeeter Bug who wrote (19803)	6/1/1998 9:44:00 AM
From: Lone Star	Read Replies (2) of 70976

Skeets, Skeets, this is the AMAT thread, dude. OK, MU is a dog we get it<g>. Of course it is, so what? A number of chip companies,( and chip equip companies as well) have come and gone over time. If Micron goes away it has no real impact on AMAT. However, the real problems, of overcapacity and no new demand drivers coupled with a slowing world economy led by Asia and spreading is what we are all watching. Yes, things suck right now but won't forever- the trick will be to stay lean, beat out your competition for market share, while still positioning new producys for the upturn. I submit AMAT is the best in such times.

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