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To: Ian@SI who wrote (1707)6/29/1998 3:29:00 PM
From: Scott Maxwell  Read Replies (3) | Respond to of 2946
 
Ian, it sure does help to detach oneself from reality at times like these. It's always amazing to see people who assume a stock selling below book and down 50% is a dog because they bought it higher, while they loved the same company with the same long-term prospects when it was selling at 3x book and just went up 100%. A tremendous dislocation in capital spending like this either means we're going to halt advances in chips for a few years or we're going to see a wild boom in equipment spending 1-2 years out -- wonder which it'll be?



To: Ian@SI who wrote (1707)6/29/1998 6:05:00 PM
From: LLCF  Respond to of 2946
 
<Yes, several. Massive arson attacks against the world's DRAM fabs. (i.e. Person 1: "I'm sorry to hear about the fire that you had in your fab." Fab Owner: "Shhhhhh. It's not scheduled until tomorrow night.")>

ROFL

DAK


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