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Politics : Formerly About Applied Materials
AMAT 322.32-5.6%Jan 30 9:30 AM EST

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To: Fortinwit who wrote (22283)7/31/1998 3:52:00 PM
From: William Nelson   of 70976
 
Just because supply and demand come into balance in the
dram market doesn't mean all is well, if both demand and
supply are low....

if asia remains down and nothing drives people to need alot
more ram or cpu, we could recover very sluggishly...unless
semis trip over themselves again in a race for overcapacity.
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