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

To: advocatedevil who wrote (49933)	7/29/2001 8:41:14 AM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi AD, I'm surprised at computers.So much capacity with Drams so I guess you're thinking Intel and AMD? I don't doubt Intel - I'm anxiously awaiting their mid qtr conference on (01/06/01). It will be fun to see who was managing their invenrories the best. One hopeful surprise might be that: with this digitization revelation ,that supposedly shut off the production so abruptly then the resumption may not only come quicker-but it may be as abrupt a resumption as it was a shut down. BWDIK Bob