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

To: marc henschke who wrote (20885)	6/26/1998 3:34:00 PM
From: tony	Respond to of 70976

I think what Teri says make sense to me as there are plenty of fabs to make DRAM and plenty of fabs to make chips. Pentium II is good enough for most of us. Asia is in financial trouble. So, I think late 1999 recovery.

To: marc henschke who wrote (20885)	6/26/1998 3:42:00 PM
From: Big Bucks	Respond to of 70976

Mark, Re:As for Teri's troops out there, I'm one of you. Lower your muskets, this is fratricide. How does it feel to be a "target"??? <G> The next sound you hear will be the "uncocking" of the striker. <CLICK, CLICK> 8^) Regards, BB

To: marc henschke who wrote (20885)	6/26/1998 4:01:00 PM
From: Andrew Brockway	Respond to of 70976

Marc, this is fratricide Okay Marc, you've gone too far this time, implying that just because Teri is a member of the greek system she must be a "ditz". I'll have you know that Teri and her sisters have some of the highest GPAs on campus and they also do a lot of volunteer work in the community. Frat-O-phobia has no place in this institution! A.

To: marc henschke who wrote (20885)	6/26/1998 4:15:00 PM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 70976

marc, Off-Topic I had puts on several semi-equips months ago(as a very small percentage of my portfolio). They expired worthless, because the market was in my view very slow to catch on. At today's prices, many of the semi-equips are too low to short, IMO. Some are at or very near their '96 lows (LRCX, for instance). I posted the other day that I bought KLAC at 24-7/8, expected it to go lower and would buy more on the way down. The only reason I don't go ahead and buy AMAT today is its valuation. (And I've already posted this on the thread.) You can check the numbers, but it is FAR IN EXCESS of the valuations it bottomed at in Jul/Aug/Sep/Oct ish '96. ....and on top of that, I see no light at the end of the tunnel (except a possible train). So what's the hurry? There has been no "apparent disconnect" between what I post and what I do, in my view. Do you have anything to add to our discussions regarding the outlook for the semi-equips or did you just come here to play antagonist or something?