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

To: Big Bucks who wrote (10791)	11/12/1997 11:14:00 AM
From: Jeffrey Thompson Hunter	Read Replies (2) \| Respond to of 70976

BB,I gotta buy here!The Street acts as if Asia has been nuked.Just a little softness,as you say, doesn't deserve this.Double bottom,but the earnings on the horizon add more fuel.If the price heads back up and I miss it,that is worse than buying and being on pins and needles.Pick your torture, and happy investing.JMHO.jh

To: Big Bucks who wrote (10791)	11/12/1997 11:20:00 AM
From: davesd	Read Replies (1) \| Respond to of 70976

Buck....DRAM 1x16 config...dropped below $3...last quarter MU was selling it at $6.50 and they barely made money...that over a 50% drop in price. These guys are going to need money just to stay alive let alone upgrade or expand. Plus what's your take on the AMAT/TRKN news?? dave