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


To: robbie who wrote (15236)2/1/1998 7:34:00 PM
From: Big Bucks  Respond to of 70976
 
Robbie,

Recall that several large fabs that were to be built in Europe by
Korean companies are now indefinitely delayed. The big question is
what "unannounced" events could have a potential negative impact
on the semi-stocks that isn't in the current price? Hopefully,
there won't be anything detrimental to the semis or AMAT to
drop the price into the $20's, there are still a lot of unknowns,
IMO.

BB