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

To: Jacob Snyder who wrote (18091)	3/23/1998 1:21:00 PM
From: derek cao	Respond to of 70976

Concerns Rise Over Layoffs, Asia, Overcapacity sumnet.com If you are interested in RTF: sumnet.com Children's toys as a driver of microprocessor technology? sumnet.com derek

To: Jacob Snyder who wrote (18091)	3/23/1998 2:02:00 PM
From: Teri Skogerboe	Respond to of 70976

Jacob, I agree with your thoughts, with one possible exception and that is that I continue to feel the semi-equips will be troughing for the next few months. In other words, I see no rush to buy, still a period of risk. Asia will muddle through, IMO, but it will take them awhile to get back on their feet. And, I don't buy the theory of a DRAM shortage anytime in the near future(at least not a shortage for longer than a few weeks). There is not enough skepticism, many people are expecting (hoping?) these stocks to move up, brokerage ratings are still too high, the fundamentals are weak and could easily weaken from here, IMO. Teri