Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 307.20

+2.0%

Jan 12 3:59 PM EST

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To: Math Junkie who wrote (27622)	1/9/1999 10:54:00 AM
From: PAinvestor	of 70976

There are about three Asian producers who are making money right now and swung into the black from about October. The other majors are close to break even currently. Capacity constraints are already making their presence felt in higher 64meg prices. There is a shortage of 64meg capacity currently, it will worsen for the 128meg and 256meg generation. If you wish to find out more, please read my posts on the MU thread.

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