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

To: Kumar Nathan who wrote (13425)	12/15/1997 9:37:00 PM
From: Dr. Bob	Read Replies (1) \| Respond to of 70976

The fact that some Korean firms have cancelled equipt. orders is common knowledge since KLIC's warnings. I think it's highly unlikely that MU's management has any inside information on additional cancellations; neither the Koreans nor the equipt. companies would be likely to share that information with them. So I suspect they were referring to the already announced cancellations, and that SHOULD not have a significant impact on the market tomorrow. Bob

To: Kumar Nathan who wrote (13425)	12/15/1997 9:40:00 PM
From: Darth Trader	Respond to of 70976

Hopefully all the bad news about MU has been already discounted into the price. $22.50 is low, can it go lower? For fun overlay DELL's chart onto MU. Same dips, and rallies, But MU sold off worse.