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

To: Alan Siegal who wrote (33169)	11/14/1999 8:18:00 PM
From: Doug B.	Read Replies (1) \| Respond to of 70976

Alan and Bill, I get the environmentally unfriendly version of the web page (i.e., the paper) and I read this in the business section today. I thought the article was somewhat skewed, especially w.r.t. AMAT. I especially thought the comparison of its price as 10 times last years sales was laughable - last year was atrocious, and the current upswing will not be affected by a glut in _chips_ per se. Why are insiders selling shares? -To exercise options? -To buy fabulous new homes? -Because they know there's going to be a split? -So they can buy Dom Perignon for New Year's? -To diversify their portfolio? -Because it was in the 20's _how_ long ago? Plus, what do they mean when they talk about a glut in chips? DRAMs, CPUs, and disk drive controllers? These are not where the chip sector is going - Digital/RF/Signal processors, devices, and systems-on-a-chip are where the demand is going to be... JMHO. Regards, Doug