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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: MrGreenJeans who wrote (32848)	10/17/1999 11:37:00 PM
From: Big Bucks	Respond to of 70976

MGJ, I see nothing wrong with my previous statements. They are intrinsically correct even if not exactly perfect. I guess that you forget how many fabs shut down and how much over-production existed earlier this year when DRAM and other electronic devices like hard drives, etc, were at all time low prices because the capacity overwhelmed the demand. That has changed over the last couple of months, demand has picked up again, the cycle has swung the other way, now. If you have issue with my prior statements please elaborate, your commentary is too vague to counter-point. I have been way more right than wrong and my profit gains are proof enough to me! No one ever went broke being cautious in managing their investments, I suspect even you exibit that trait occasionally. BB