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To: Ian@SI who wrote (794)	8/19/1999 7:08:00 PM
From: orkrious	Respond to of 1214

the street's reaction to AMAT's earnings leaves me puzzled You and everyone else on the semi equip boards. I was confident enough that we'd bounce back that I bought some LRCX early yesterday am as a day trade when it was down 3 and roughly the price that it opened at the morning after they blew away earnings. I figured we'd end the day no worse than even. It shows you what I know.<g> It was weaker than I expected today. I hope I don't have to hold it too long. We'll see what the B/B is later. Jay

To: Ian@SI who wrote (794)	8/20/1999 10:58:00 AM
From: Q.	Read Replies (1) \| Respond to of 1214

re. <<this up leg differs from others in that cycle times to build equipment have been optimized. >> I'm curious what you mean, Ian. Are you referring to the manufacturers now requiring fewer man-hours to assemble the products (as AMAT indicated in its recent cc), or something else? It was my understanding that regardless of the number of man-hours going into assembly, the manufacturers do best in reducing their costs if they have long lead-times, so that they can schedule and allocate their resources most efficiently.