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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Joe S Pack who wrote (12537)	10/22/1997 1:38:00 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 50167

Karun, AMAT may be shifting operations to Austin to achieve cost savings. I don't see why that plan should be stopped even if they see a slow-down in demand. Here is what Lam Research executive has to say: techweb.cmp.com The slow-down and push-outs are for real. Regardless of what a few people think, the turnaround will not happen over-night. I own puts on Lam Research. I expect them to beat estimates by at least 50% and still the stock get wacked. Good luck! -Mohan