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

To: robert b furman who wrote (50489)8/13/2001 10:55:31 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
>>The bottom may well be best defined by mergers acquisitions and bankruptcies(including currency devaluations if the country is dumb enough to fight deficits with fiat currency).<<

Another sign will be complaints and countercomplaints about unfair trade practices and DRAM "dumping."

Unfortunately, we aren't seeing mergers, bankruptcies, or significant production cutbacks yet. In fact, the DRAM players are playing chicken (again) to see who blinks first.

Katherine



To: robert b furman who wrote (50489)8/14/2001 8:14:27 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
<i.The bottom may well be best defined by mergers acquisitions and bankruptcies(including currency devaluations if the country is dumb enough to fight deficits with fiat currency).

Another thing to watch for is CASH deals; this implies that CEO's are optimistic about the future and willing to spend their "insuarnce."

Brian


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