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To: Ron Bower who wrote (5030)3/20/1998 8:25:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 10921
 
For anyone into AMAT, an excellent article in BusinessWeek:

businessweek.com



To: Ron Bower who wrote (5030)3/21/1998 3:08:00 AM
From: Bradley W. Price  Read Replies (1) | Respond to of 10921
 
Ron, how about MU? They can take a breather on the capital investment side of the business, and DRAM should at least stabilize.

what'ya think?

TIA

bp