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

To: Dr. Mitchell R. White who wrote (35096)	5/9/2000 8:17:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Mitch, I've seen the inventory numbers and they do look good. Also, have seen top people at chhipmakers saying firsthand how tight supply is. What I am having trouble reconciling is the fact that INTC sold part of their position in MU right at the time all of this is happening. Perhaps they are seeing something I am not, or have better uses for the capital. In any case, end user demand is what counts and by all means it appears to be strong across the board. biz.yahoo.com Brian