Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Gottfried who wrote (29175)	3/24/1999 12:50:00 AM
From: Sun Tzu	Read Replies (2) of 70976

I would bet on the other two and against HAPI; Microsoft is way out of its league on this one. On another note, Read-Rite just preannounced a loss where a profit was expected. This may indicate the slow down in PC sales. On the other hand, IBM said it will sharply increase its purchases of CD-ROMs and DRAMs from Taiwan. So where does that leave us, except to buy TSM? Sun Tzu

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