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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Tony Viola who wrote (27133)12/14/1998 12:10:00 AM
From: Skeeter Bug  Read Replies (2) of 70976
 
tony, q1 is an unknown, even to intel. in jan of this year, mu said that thought the koreans were out of inventory. they were full of crap and i said so right after they said it. they were wrong. it wouldn't surprise me if intel is wrong.

then again, they may be right. again, why not invest in your future by purchasing more equipment and why not raise prices like actually occur during a real shortage? these are questions that shouldn't be easily dismissed, imho, if the truth is your goal rather than affirmation.
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