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

To: Big Bucks who wrote (19546)	5/18/1998 11:35:00 PM
From: shane forbes	Respond to of 70976

RE: Margins are thin or non-existent in the memory business, so why add capacity at this time because they can't! The other beauty about memory is that the industy tends to behave with a herd mentality - they either feast on all ordering new equip. or fast with no one buying new equipment. BTB declined to 0.79 in April - if March was too sharp at 0.80, then what does that make April's number? - misery loves company or is Dick Greene right and the bottom is close? I find it difficult to believe the bottom is close but I don't work in the industry so who knows??? Shane.