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

To: Big Bucks who wrote (13898)	12/29/1997 11:03:00 AM
From: gambler2	Read Replies (3) \| Respond to of 70976

Any guesses as to why there is no movement today??

To: Big Bucks who wrote (13898)	12/29/1997 1:38:00 PM
From: davesd	Read Replies (1) \| Respond to of 70976

BB..I am still of the belief that overcapacity is the real problem....the financial crisis was just the first half of the storm...we may be in the eye of the storm at this point...so to speak. If anything..the financial crisis is going to reduce the carnage that we would have seen if the asians continued to build fabs. I was reading in an article that MU die size is .30sq mm for a 16M chip....and the asians is about 50sq mm. This is due to good engineering and not because MU has the hottest and greatest tools. MU went from 8% market share to about 15% without any significant tool purchases. Soon or later the asians will have to do the same. This will reduce the cap spending yet increase bit output. INTC's earnings/cap spending in mid Jan will set the tone for the industry...LRCX and NVLS's earnings will also shed some light on the industry before AMAT reports in FEB. dave

To: Big Bucks who wrote (13898)	12/29/1997 3:17:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

BB, Happy Holidays! In my estimation, NVLS is a better bargain here than amat (hold the tomatoes), so I've expanded my buying there, since amat is stable for now. This is in regard to your comments about a bounce in nvls. How much of a "jump" are you anticipating? TIA Gene

To: Big Bucks who wrote (13898)	1/4/1998 8:09:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Big Buck, >Hi Brian, I think tax selling is probably done, should see AMAT just holding between $29-31 for a few weeks till the funds start buying heavily again. (January effect).< Just returned from a week in the Bahamas. I am happy to see that you threaders have kept our AMAT stock up. I noticed in the Tuesday's IBD that the funds have continued to increase their exposure into AMAT with 402 funds in AMAT when compared with the 398 in previous weeks. I am awaiting the increased pop when the buying into AMAT and the Semiconductors increase rapidly. I will be checking the Dorsey Wright Bull percentages for the NYSE, OTC, and sectors as soon as I get caught up with my reading and correspondence. Greetings. Paul V.