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

To: Teri Skogerboe who wrote (20093)	6/10/1998 8:09:00 PM
From: akidron	Respond to of 70976

Re "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" WONDERFUL