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

To: davesd who wrote (10441)	11/5/1997 11:05:00 PM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) \| Respond to of 70976

Resistance at 40 is soon going to be support..this stock is oversold ...still and those who had the patience and willpower to accumulate it and or der(calls) they are already sign better off...this scare we all have been through has been a huge blessing in disguise...AMAT is leadership material...like MSFT DELL INTC CSCO...you can play it both ways daily due to its liquidity of stock (not options on this one MM are rip off artists)...and movements....but the trend is clearly up ...let the players play it around 40 for a while...even I will start that starting tomorrow...if it breaks 42 (which can happen just like that ) then LET THE RUN BEGIN....look at AOL when it started to run...and CSCO after everyone condemned it not to long ago...Love this MKT...

To: davesd who wrote (10441)	11/6/1997 9:41:00 AM
From: Tech Buyer	Respond to of 70976

Dave, As some people have pointed out, demand for DRAM is price elastic. Here is an example of new applications using cheaper DRAM [g] Cell computing advances simulation While scientific computer systems seem to have fallen on hard times in the past five years, scientists continue to push for the advanced computers they need for more-accurate physical modeling. Research efforts like the petaflops computer initiative also benefit from the government's interest in supercomputing. techweb.cmp.com Excerpts: . . . The computational style offers a more direct route to simulating physical systems, with the added advantage of mapping directly onto the simplest form of computer hardware. That allows MIT's architecture to take full advantage of the plunging cost of DRAM. . . . In addition, he said, semiconductor-industry trends will gradually bolster CAM. "We are using the slowest type of DRAM," he said, "but if you decided to go with more-advanced memory components such as high-speed Rambus chips, you would get an immediate speedup by a factor of 100."