Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

3:59 PM EST

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To: Skeeter Bug who wrote (27398)	12/23/1998 9:37:00 PM
From: Ian@SI	Read Replies (1) of 70976

put 2 and 2 together and one can infer that the channels are being stuffed Sounds an awful lot like last year's war to me. Perhaps, a forward look would give a different view. i.e. the channel was stuffed; it's now cleared after all the fire sales; the direct models are now pulling chip content as required; INTC and MSFT are showing the affect of this renewed demand; can the rest of the sector be far behind? Just a thought. Sometimes, some of us put 2 and 2 together in such a way as to yield minus 5, others are able to generate a more positive sum. ;-) Ian.

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