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

To: Diamond Jim who wrote (18647)	4/8/1998 2:18:00 PM
From: akidron	Respond to of 70976

My point of view, which I have repeated far to many times for some threaders..... is that margins in the cpu biz are beginning to look like those in the dram biz and that capacity has to come out of the market in both for economic returns to be made.... further it is my view that amats margins as well as its absolute revenues will come under pressure during this time at people take a second look at capex... however I contend that AMAT will come out of all of this very well so its just a question of how you like too trade... I* hate watching paper profits go away... It makes me go all tearful... I like to capture them... pay my taxes... and roll again... I do ok... other do ok holding for ever