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

To: Raptech who wrote (11175)	11/15/1997 7:20:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

We tend to be cheerleaders on this thread. You're right, SEA will impact AMAT's stock price. I just think that impact is to create a brief buying opportunity, lasting at most a few months. Nothing in SEA means there is a decrease in the market for chips. SEA consumers buy negligible amounts of chips. As long as there is a demand for chips, someone will supply it, using AMAT equipment. If Korea and Taiwan's governments react to Thailand's problems, and tighten credit markets, and their companies can't build fabs, then European and American companies will step in, and increase their market share. The critical factor is how many more chips people want to use, not the availability of credit. On this crucial factor, I have no doubts: everyone will need more chips in the future than they can now imagine. Re: timing SEA markets: flip a coin. This works as well as any other method, and takes less time. And if I'm wrong, and AMAT takes two years to hit new highs, then I'm still content to have the wonderfull opportunity to accumulate a lot of stock at great prices. I'll sell when my daughter needs tuition to go to medical school. She'll just learning to read, so there's time.