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

To: Katherine Derbyshire who wrote (34262)	2/16/2000 7:50:00 PM
From: Sonki	Read Replies (2) \| Respond to of 70976

Katherine, thanks for the explaination. Can you explain why 300m is still under evaluation. I thought Intel took delivery of this well over a year ago and it may take a 9months or so to put in production. Also, I get nervous when people say we are only in the 3rd inning. It seems that they must be playing a differnt ball game. People start talking that it is not cyclical cuz this indusry in not driven by microprocessors only anymore. May be we can see business making good progress for next 2-3 years but sometimes but stocks trade way ahead of the bizness cycle and how much of good news can be in the stock? Can u shed some light on this? Especially w. upcoming rate hikes and these equipments will have to be financed in rising rates. ???? No one has cash laying around i m sure.