Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Gottfried who wrote (21683)	7/13/1998 10:33:00 AM
From: Justa Werkenstiff	Read Replies (1) of 70976

GM: Plenty of evidence around to suggest DRAM price stabilization. Staying power is questionable. But there is no question that the DRAM market is making adjustments as is seen in the news. Price stability in DRAMs is important for psychological (confidence) reasons more than for capacity buys at this point IMO. Let's face it. Technology buys will most likely be the ones to take us out of this slump. Word is that KLAC, LRCX and NVLS are talking with General Electric Capital Services, Inc. <G> for ways to finance Korean purchases or lease arrangements of new equipment.

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