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

To: Proud_Infidel who wrote (36087)	7/27/2000 6:41:05 PM
From: willcousa	Read Replies (1) \| Respond to of 70976

There has been so much work done here on the forseeable future of this industry, chips and boxes and all of it says that we have more than a year and perhaps three years to run. It is not at all clear that if prices of devices have to rise because of shortages that the market won't accept that - and that includes the end-user too. So this decline is either bogus or there is something fundamental going on that is bigger than this industry. I have thought that the Fed is inflicting pain on the economy beyond that which the fundamentals would dictate. When I ask myself why they would do that I come up with one interesting reason - that they are going to insure a change in the White House. If that is the case they will have to give us one more interest rate increase soon. Just food for thought. AMAT leaps are looking better every day.