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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: Big Bucks who wrote (22117)7/24/1998 9:00:00 AM
From: Teri Skogerboe  Read Replies (1) of 70976
 
Bucks, Katherine, Ramsey, Thread,

Re: This excerpt from the Lehman report, "Dram excess capacity trend was 11% in 1995, 30% in 1996, 25% in 1997, 11% in 1998, 4-9% in 1999 still an excess but getting better."

I think this is key and is likely what is holding AMAT, NVLS at these heights. I question it. IMO, we need to know how they came to this conclusion and if the assumptions along the way were reasonable.
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