The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (5329)	5/24/1999 4:32:00 PM
From: Proud_Infidel	Read Replies (1) of 15132

Justa, Remember a few months ago a 300mm project would have put these stocks on the moon? I'm not so sure I want 300mm to proceed now. After the great earnings news, the Taiwanese 300mm project last week etc etc., more good news can only lead to woe for AMAT shareholders. I'm looking to go back to 150mm and for DRAM pricing to fall through the floor. Maybe then we can have a rally:-) In the meantime, I'm stuck in the Twilight Zone.....

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