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Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

Nov 25 3:59 PM EST

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To: Andrew Brockway who wrote (20895)	6/26/1998 5:16:00 PM
From: Big Bucks	Read Replies (3) of 70976

Drew, This is "potentially" great news, but since they are only "considering getting out of DRAM" then I'm not excited yet. The DRAM sector has to see at least 4-5 manufacturers get out to really have a sustaining postitive net effect on the DRAM business. TI was the 1st. As more decide to leave the chip sector should get more bullish in 6 months or so. Of course anyone who gets out of the biz will either sell out or close down production fabs and take write downs/losses for the quarter and the year. For this reason it will still take a while for the chip mfg's to recover as there will still be massive blood letting against the write offs. I guess that 4-6 months after the 4th or 5th Dram mfg says goodbye we will start looking very bullish on the chip sector as excess capacity and stockpiles dwindle. Just my opinion, BB

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