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

To: jtechkid who wrote (20092)	6/10/1998 7:13:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Re: "for me, in 1996i was a baby and stared at how ugly the market was and didn't buy enough of this group. now, i don't care and this month is the bottom and people should dollar cost average..." Could you please elaborate on why you think "this month is the bottom"? I could tell you a lot of stuff you already know, like DRAM pricing stinks, and doesn't seem to have found a bottom (continues to drop), the SE Asians overbuilt fabs, without taking into consideration whether these investments made economic sense, i.e. profits, folks pc's may or may not need to be upgraded, depending on who you talk to, and the fabs in place today appear to be very capable of building the chips that make pc's, cell phones, whatevertheheckelseisweneed. I just want to understand your reasoning on why you feel so certain this is the bottom. Thanks, Teri PS. Oh yeah, I'm glad you got that true confession about brian off your chest -g-.