Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Terry D who wrote (21770)	7/14/1998 12:17:00 PM
From: akidron	Read Replies (1) of 70976

TITO & GM .... U r some opptomistic guys.... everything we can see is dark, and everything else is invisible... so we paint what we can't see brightly... because we can... it can be whatever we want it to be....mmmmmmmmmmmmmmmm I don't see that INTC meeting or beating is gonna help AMAT much because I reckon they keep chipping (sorry) away at capital plans either way..... because they can... they don't need capacity, they might not for a while... and 300mm went the way of betamax (for now)... AND what does amat do about it's own billion buck expansion... can't keep r7d that u are not using on the books (write off) can't value idle plant like its producing (write off) and what about the emploees you trained to man them (write off).... Dunno..... wish I could see what u guys see.... I'll eat my hat if 26 is not breached in the next three months....

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