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

To: Gottfried who wrote (22244)	7/29/1998 12:07:00 AM
From: Proud_Infidel	Respond to of 70976

16:58 RUBIN SAYS KOREA, THAILAND HAVE STABILIZED INTEREST RATES, CURRENCIES. 16:58 RUBIN WON'T COMMENT ON OBUCHI, MIYAZAWA; VOWS TO WORK WITH GOVERNMENT. 16:58 RUBIN: INVESTORS OFTEN SKIMP ON RIGOROUS ANALYSIS IN GOOD TIMES. 16:58 RUBIN SAYS POTENTIAL STOCK MARKET DOWNTURN DOESN'T WORRY HIM. 16:58 RUBIN REPEATS VOW TO STAY AT TREASURY "FOR QUITE SOME TIME". 16:58 RUBIN SAYS LIKELY SCENARIO FOR US: SOLID GROWTH, LOW INFLATION.

To: Gottfried who wrote (22244)	7/29/1998 9:53:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

GM, The Dataquest report was not all that bad. Everyone already expected a flat 99. Excerpt:Dataquest analysts forecast a spending boom during 2000-2001, with a DRAM shortage emerging early in 2000. Dataquest predicts the worldwide wafer fab equipment market will grow 37 percent during 2000 and 49.8 percent in 2001 OT- I cannot believe Lam opened sharply lower. They really only repeated what the other mgts have already said. OT2-Sorry, if this was posted twice. My browser(Opera) is acting a little funny. BK