Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.31

+1.0%

12:59 PM EST

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To: Teri Skogerboe who wrote (20356)	6/14/1998 10:48:00 PM
From: Justa Werkenstiff	Read Replies (3) of 70976

Simple. As Morgan stated during the cc, DRAM parity and stable prices is important to chip makers willingness to spend money on equipment. No matter how you cut it, the article is a positive sign but nothing more. If Koreans can't make money as it does not seem they are, they will turn off the faucets. That in itself is a first step but nothing more. Nowhere did I claim it was a solution to the oversupply problem. Generally, in life, you first have to admit there is a problem before you can go about looking for a solution. Maybe there is some recognition here by the Koreans. Leave it at that and read nothing more into the post period. Now let's stop wasting time and get back to more bearish views to reinforce the bearish consensus of this thread. Who is going to step up to the plate to pick the bottom for AMAT? LOL.

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