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Strategies & Market Trends : Trend Setters and Range Riders -- Ignore unavailable to you. Want to Upgrade?

To: Nancy who wrote (17811)	5/19/2002 10:47:26 AM
From: orkrious	Respond to of 26752

yen is getting stronger by the day, ironically, it may bodes well for companies like PG. could also bodes well for companies like amat. Nancy, read Fleck's comments on this. I believe he is spot on. Message 17484563 Also, the recession caused by the crashing stock market caused by a tanking dollar will lead to far fewer electronics being sold. There is also already way too much fab capacity. There is no way the extra sale AMAT steals from a Japanese competitor (because of a weaker dollar) will make up for the business AMAT loses because of all of the world's other problems.