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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Math Junkie who wrote (29743)4/28/1999 12:10:00 PM
From: Gottfried  Read Replies (2) of 70976
 
Richard, OT *** I have tried MicroCenter but haven't seen much need
to prefer it to Fry's. They do carry some items Fry's does not
have, like e-machines.

On MU predicting the semi equips: it's a shaky relationship.
AMAT price is disappointing now, but the fact that SEMI orders
are still way below the 1997 peak reassures me. Price may go
sideways longer than history suggests, then move up again.

Rumor has it the stair case workers quit en masse for better
pay elsewhere.:)

Gottfried
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