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

To: Jacob Snyder who wrote (37851)	10/4/2000 5:54:01 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

If the aftermarket is an indicator, chip equipment companies are following Dell's lead -- up sharply. And even Dell and the like have bounced after the initial kneejerk response. FWIW, Ian.

To: Jacob Snyder who wrote (37851)	10/4/2000 5:59:21 PM
From: Sun Tzu	Respond to of 70976

Unless Micron has some magical soothing words in their CC about the future, I'd say the tide shifts with Dell. Remember that Micron is reporting on what they did upto August, whereas Dell is talking about what they will be doing in the future. Now if Micron was to somehow convince the market that "yes the demand is slowing but we cannot even meet this reduced demand and anyway the slow down is temporary" then perhaps we'll see change of tides. ST Can I join your therapy sessions? It's not AMAT that's driving me nuts...I just need to silence the voices in my head ;)