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Politics : Formerly About Applied Materials
AMAT 328.51+1.9%Feb 2 3:59 PM EST
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To: Proud_Infidel who wrote (21263)7/9/1998 12:37:00 PM
From: akidron  Read Replies (1) of 70976
 
because amat could introduce a complete solution to copper at 300mm at a 50% discount to curent cost of 200mm and it would make no difference to amat's medium term prospects, as nobody is buying.... there just is no liquidity in the industry outside of europe and INTC.... and even they are pushing out because the foot has been taken off the pedel.... there is (in IMHO) a very good chance that investment in Tiawain will be postponed until it becomes a part of china... and a probability that japan will slip into the mother of all recesions... together they equal 50% of AMAT's revs... and everybody else is pushing out tooo..... hope supports AMAT now.... when it is gone it will be time to load up... but not now
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