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

To: Skeeter Bug who wrote (19772)5/30/1998 1:39:00 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
Re:we'll see how amat does when companies like mu are going out of business.

MU is the low cost producer in it's segment, by about 20%! If they go out of business, it is only after a string of faliures in that sector.

BK



To: Skeeter Bug who wrote (19772)5/30/1998 2:15:00 PM
From: tombet  Read Replies (1) | Respond to of 70976
 
skeeter bug I just don't see a 5 billion dollar company going out of business.(no matter how bad MU has been )



To: Skeeter Bug who wrote (19772)5/31/1998 3:16:00 AM
From: shane forbes  Read Replies (1) | Respond to of 70976
 
mu is and has been in trouble - but mu is definitely not going out of business (at least not this year - then next year should start the recovery in the DRAM market and they'll be fine for the next 2-3 year upleg).


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