Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.39

+3.2%

9:58 AM EST

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To: Justa Werkenstiff who wrote (27758)	1/16/1999 11:45:00 PM
From: Ian@SI	Read Replies (1) of 70976

Justa, There were a couple articles near the turn of the year re S.Korea ramping up again. One was from Merrill, I believe the other was SBN. Both were speculative rather than reporting hard information on firm orders. The Merrill speculation on 300mm could change the whole ball game. See Post by Tony Viola about 3 back from this one. If 300mm pilot lines start getting built, then this is a whole new ball game. And I'd be the first to buy AMAT even at $60+. ... unless you beat me to the punch. :-) Enjoy the rest of your weekend, Ian.

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