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

To: Paul V. who wrote (19178)	5/6/1998 11:14:00 PM
From: Mark Johnson	Read Replies (1) \| Respond to of 70976

Does the move to .18 Micron directly benefit AMAT? INTC should be rolling a few fabs out with this technology. I would think that once the new fabs get rolling in that will help AMAT a lot. Any input would help. Thanx Mark

To: Paul V. who wrote (19178)	5/7/1998 9:50:00 PM
From: Lane	Respond to of 70976

Paul, thanks for the info. have not heard much about the book, but look forward to reading it Are there any others worth reading? I have followed AMAT since just prior to the melt down last fall and have made some $ trading options on it since then. Agree with you on the input from others on this site. Has been very helpful. Interestingly, the thread has been unusually quiet recently. Earnings due shortly and no one seems to have much to say. Guess this means everyone thinking along the same line? (gg) Anyway, will check out the sites you mentioned, thanks. Lane