Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.72

-2.0%

3:59 PM EST

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To: Proud_Infidel who wrote (20737)	6/24/1998 4:25:00 PM
From: Math Junkie	Read Replies (1) of 70976

<<That is the beauty of and what makes a market- we are both looking at the same numbers but do not see the same thing.>> Aggreed, but when you say, "We have seen DRAM prices plummet from late last year into this year. They have levelled off and that is a very good sign", without mentioning the subsequent 25 per cent drop, then it could be misleading to anyone who may not have seen the actual numbers. I'm as anxious for an improvement in the industry as anyone, but buying into a false rally based on selective perception of the data is not good for anyone's pocketbook except the seller's.

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