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

To: Proud_Infidel who wrote (13298)	12/14/1997 9:55:00 PM
From: davesd	Respond to of 70976

Brian...if there was any indication that AOL, YHOO, etc business is slowing...they would be trading at a much lower value...I remember AOL went from the 80 level all the way to the 20's awhile back....cause AOL looked like it was in trouble. IF a FAB has .35u 200mm tools that are all paid for.....COO may be lower for those tools vs borrowing $1 billion to invest in .25u if you take the interest and depreciation into account. In the DRAM environment....you may be losing money either way. dave