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

To: Kumar Nathan who wrote (10348)	11/4/1997 2:48:00 PM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Kumar, AMAT threaders in general (including lurkers who E-mailed me) believe that the currency problems in South-east Asia won't harm us because we do not sell much to them anyway. We do buy cheaper things from them and since we let them manufacture the things we sell around the world, now we can make things ever cheaper. Those are the facts the Analysts and their clients, who may not even know where South-east Asia is located, disregarded when they sold the the whole Market last week...Luckily for us, we did not sell AMAT but instead picked-up shares at give-away prices. For those who bought LEAPs in the low 30s, I'm sure they are going to experience the really nice feeling I captured last year--- as I watched a 4/sh LEAP ballooned to 80/sh in just 1 year!...

To: Kumar Nathan who wrote (10348)	11/4/1997 3:50:00 PM
From: Gottfried	Respond to of 70976

Kumar, so you can catch up I repeat my "good news" URL... exchange2000.com And thank you for taking the time to give us your thinking on the effect of SEA. GM

To: Kumar Nathan who wrote (10348)	11/5/1997 4:00:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

Kumar, or anyone: James Morgan says he does not expect a slowdown in orders due to the Asian currency crisis, because it is actually LOWERING their costs. However, a friend of mine says that Taiwanese fabs typically fund new fab construction by new public stock offerings, and that the stock prices over there have gone down so much that this will force them to cut back or push out equipment orders. Can anyone provide any information to confirm or deny this scenario?

To: Kumar Nathan who wrote (10348)	11/7/1997 10:14:00 PM
From: davesd	Read Replies (1) \| Respond to of 70976

Kumar..not to nit pick your post...but...I disagree with a few things.... "I expect PC sales to boom like crazy"....if they were booming then why are all the PC makers (other than DELL and CPQ, I expect their margins to take a dive soon too) hurting? And INTC's earnings going down. "I expect INTC will come out with stand alone PC with less than $1000K and knock the entire Net PC out of the market"....there are already tons of sub $1,000 on the market, unfortunately INTC did not expect it. "The benefits of falling currency in SEA is much more helpful for WDC, Quantum kind of world"....well what happened to WDC's margins this quarter?? How do you explain that INTC will have lower earnings this quarter compared to last year if PC sales are booming and their margins aren't declining??? Anyways, I think we will continue to disagree until the facts pan out in the next 6 to 9 months. dave