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

To: jtechkid who wrote (18307)	3/30/1998 4:09:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 70976

OT kid, You might want to check out SMOD as a long candidate. Look at the charts, it is beaten to hell and they are in the memory module business for the OEM's...As the industry moves to build to order, these guys will benefit...CPQ is a big customer, so SMOD will benefit as CPQ pushes more units out the door...I loaded up today, will buy moreif it drops.....Infrastructure outlook out today, Carl Johnson warns about the future..Good Luck MileHigh

To: jtechkid who wrote (18307)	3/30/1998 4:24:00 PM
From: FJB	Read Replies (2) \| Respond to of 70976

I can't find any info on an Ultratech warning from today. Can you post more info or a link?

To: jtechkid who wrote (18307)	3/30/1998 4:38:00 PM
From: David Rosenthal	Read Replies (1) \| Respond to of 70976

jtechkid, Another piece of news. This article was about increased PC spending expected by small businesses this year. techweb.com However, buried in the article: >>>> The survey showed that large corporations expect average spending for desktops to drop to $3.85 million this year from $4.68 million in 1997. Average notebook spending will dip slightly to $1.14 million from $1.17 million. However, average large-company spending on servers is expected to grow slightly to $1.78 million from $1.73 million. >>>> This is a 10% drop-off in large corporation PC spending 1997 to 1998 for the companies queried. This is on top of reduced margins for the PC manufacturers. Dave