Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Tony Viola who wrote (30063)	5/11/1999 12:11:00 PM
From: Stefan	Read Replies (1) of 70976

Yah and Morgan at the last meeting said that DRAM prices are firming. If Wilf Corrigan believes that there will be capacity crunch then he should run to make a bid on the .18 um fabs at half price. Words are only words but actions speak for themselves. Has LSI announce plans for construction of new fab? If not then they are not very good in planing their forthcoming capacity problems.

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