Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: Gottfried who wrote (25427)	10/17/1998 3:21:00 PM
From: 16yearcycle	Read Replies (3) of 70976

Hi Gottfried; "Eugene, has there been any discussion of the Intel purchase of MU shares? This may mean Micron can buy new equipment sooner." Yes. I am sure it means that is more likely and will certainly happen sooner than it would have. Since this is a major event, no one has talked about it except to discuss rambus and this implementation of their business plan. I would be really bullish except for the huge run we just had. That really was a good psft summary. It's really developed into a high risk, high reward deal. Another q or two of holding growth rates and gaining market share, and it will take off. If not....

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