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

To: Teri Skogerboe who wrote (20988)	6/29/1998 10:00:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Teri, * OT OT * You started it! Could this drug make AMAT go up? GM :)

To: Teri Skogerboe who wrote (20988)	6/30/1998 2:14:00 AM
From: Jacob Snyder	Respond to of 70976

repost from MU thread: (their longs are getting limper and less joyfull than our longs. We are beginning to hear reports of sudden deaths in awkward positions in the DRAM sector) DJ, I think now that MU is one the largest DRAM makers in the world, we may see more Asian companies backing out of this business. They now realize that MU is serious about their dedication to DRAM and are getting very nervous....They see this crazy suicidal look in MU's eyes and are thinking they want no part of DRAM. Can you blame them? You have to be crazy to be in it, or stay in it, let alone to EXPAND it!!!! MU is crazzzzzzzyyyyyyy. Stay away from them and the sector...the word is out there now.<gggg> DavidG