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

To: Paul V. who wrote (21047)	7/1/1998 10:19:00 PM
From: Ramsey Su	Respond to of 70976

So, is this new chip going to drive the DRAM prices even lower? Ramsey TOKYO (Nikkei)-Toshiba Corp. has developed a 128-megabit DRAM chip with a footprint of 95 sq. millimeters, smaller than equivalent chips now on the market, company officials said Wednesday. The firm will start sample shipping late this month. Samples will be priced at 5,000 yen to 5,500 yen. Toshiba plans to produce about 100,000 chips per month from October, the officials added. With prices and profits from the current mainstay 64-megabit DRAMs declining, NEC Corp. (6701) and Hitachi Ltd. (6501) are also shifting production to 128M memories. (The Nihon Keizai Shimbun Thursday morning edition)

To: Paul V. who wrote (21047)	7/1/1998 11:25:00 PM
From: Tito L. Nisperos Jr.	Respond to of 70976

Hi Paul V and Others, Sorry for not posting for a long while... The recent Yoyo Drop of -8% (from 32 to 29 7/16) that ended yesterday, is Bullish for the stock. A 10% or more correction would have been disastrous. So, we may be seeing a Yoyo Catch at 32 or more in the following days (the DOW 30 on its way to attempt to overcome the 9200 barrier would be a great help)... In one of your posts, you asked me to confirm that if the stock hits 70, it would go on to hit 100. You are right! Actually 63 is the favorite Landing or staging ground for AMAT to Stair-step its way to 100... (By the way Tom Kurlak picked 60 as the price where INTC is going to fall , not 50 or less. He knows that the stock usually bottoms around 60 then goes all its way Up to 100)

To: Paul V. who wrote (21047)	7/2/1998 2:10:00 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Paul, you asked an interesting question >> I wonder if our negative sentiments are on target or whether these sentiments are a contrarian indicator.<< The semi equipment outlook is cloudy and all I hear says things won't improve for a year or so. Normally stock prices don't rise that far ahead of a better outlook. Looking at SI overall, the bull/bear ratio has increased a lot lately, though. Some of those voting bullish must be invested in AMZN. <g> bull/bear ratio techstocks.com AMAT vs AMZN exchange2000.com GM