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

To: Teri Skogerboe who wrote (20356)	6/14/1998 8:58:00 PM
From: stockycd	Respond to of 70976

Teri, I agree. Just shutting down a couple of weeks is not going to solve the problem. There needs to be REAL consolidation or a couple companies need to go bankrupt. The only other solution would be a new technology shift for capital investment and that just ain't gonna happen soon. CD

To: Teri Skogerboe who wrote (20356)	6/14/1998 10:48:00 PM
From: Justa Werkenstiff	Read Replies (3) \| Respond to of 70976

Simple. As Morgan stated during the cc, DRAM parity and stable prices is important to chip makers willingness to spend money on equipment. No matter how you cut it, the article is a positive sign but nothing more. If Koreans can't make money as it does not seem they are, they will turn off the faucets. That in itself is a first step but nothing more. Nowhere did I claim it was a solution to the oversupply problem. Generally, in life, you first have to admit there is a problem before you can go about looking for a solution. Maybe there is some recognition here by the Koreans. Leave it at that and read nothing more into the post period. Now let's stop wasting time and get back to more bearish views to reinforce the bearish consensus of this thread. Who is going to step up to the plate to pick the bottom for AMAT? LOL.

To: Teri Skogerboe who wrote (20356)	6/15/1998 10:50:00 AM
From: Terry D	Respond to of 70976

Re: Btw, in the CompUSA ad today, you can get 16MbEDODRAM for $0.00... 64MbSDRAM is $99.99, retail price bt 4 16MB cards on Saturday - 100 bucks - 25 a pop. From CompUSA - yeeoww that's cheap for retail. Who's making money? t d

To: Teri Skogerboe who wrote (20356)	6/16/1998 2:06:00 PM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Teri, Did you get a chance to read the NOV-DEC 1997 issue of The Futurist magazine article, 2000 to 2030. It give probabilities related to what can be expected in the future. It really compliments the The Boom Ahead article. I will post the results from last week and current bull percentages on Wednesday afternoon. This past week the DW 10week moving, a major leading indicator, reversed up. I expect the market to resume moving up in 2-4 weeks based on the 10week moving average reversal. I bought 340 additional shares of AMAT at $26.875 while at Lake Tahoe last Friday. Hopefully, if Big Bucks call is on track, I will buy move if AMAT drops lower. However, with the SEMI sector now at DW Bull percentage at18.5% (buy range) we should not be going to much lower if any lower. If I can't buy more I will just hold where I am at until AMAT hit $100 + again. Just my opinions. Paul V.