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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Gottfried who wrote (30121)	5/13/1999 10:56:00 AM
From: Ian@SI	Read Replies (1) of 70976

G, Agree with most of your points. Except that there's solid evidence to believe that the Semi Cap Eqpmt sector is really seeing a recovery. I don't know that there's similar evidence for the DD's. And with announcements like that from IBM yesterday, the price / bit will continue to plunge, the GB/drive will continue to soar, and short of some killer ap, the need for storage won't keep pace with supply. I wouldn't rush to put money into the commodity DD makers. JMHO, Ian.

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