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

To: Ramsey Su who wrote (20416)	6/15/1998 7:58:00 PM
From: Teri Skogerboe	Respond to of 70976

Ramsey, Re: "read article last week" Well, gee, you're a very fast reader then, because the article is dated today -g-. I know... doesn't matter... And I agree that it affects the semi-equip group and is on-topic. Re: "The direction the yen is heading simply cannot be considered good for AMAT." Agree fully. Re: "With NEC, Samsung, Hundai all cutting chip production to prop up prices, is Taiwan a benefactor?" In my view, Korea and Taiwan are in similar situations in regards to the falling yen. It doesn't help either one of them. About this "prop up prices" idea, I think it will be more like try to stop them from falling so fast, or at best, we may see a very temporary increase. They had a 2-week shutdown in Dec97 (around that time frame) for the new year celebration (I believe it was) and that only helped prices for a short while. Re: "Finally, Michael Murphy was on CNBC recommending AMAT. I take it as the kiss of death. AMAT is for sure heading down to the teens now." I agree; the boy lost money last year in tech stocks... how could he have done that? And China is a future-item... this year revenues to China will be so small they won't matter, IMO.