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To: gladman who wrote (125454)	5/23/2001 10:22:01 AM
From: H James Morris	Respond to of 164684

>What's the catalyst to pull the semi's out? Wall Street is looking 9 months out...not what currently is happening. If you were to judge it based on todays DRAM prices MU should be down to 10 today.

To: gladman who wrote (125454)	5/23/2001 8:22:02 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> What's the catalyst to pull the semi's out? I don't see demand drivers on the near term horizon. I believe AMAT will go to 30-40. << If housing / auto demand stays healthy, then the over-capacity in semis will work itself down in 6 months. Because that gives time for demand in telecom and PC's to recover. But not if there's a recession. So the recovery in prices of semi's is counting on a quick recovery in the economy. I think your target for AMAT will happen only if there is a recession.