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

To: Fortinwit who wrote (22283)7/30/1998 4:25:00 PM
From: jtechkid  Respond to of 70976
 
WARNING,JACOB THIS IS THE NINETIES not the thirties everything is overvalued but the semi group. lets go semi's veco,klac, ter and the boys. you have to be in the game . if semi really move six to nine months before business turns that the big money is made at these levels because 1999 will be a very good year.



To: Fortinwit who wrote (22283)7/31/1998 3:52:00 PM
From: William Nelson  Respond to of 70976
 
Just because supply and demand come into balance in the
dram market doesn't mean all is well, if both demand and
supply are low....

if asia remains down and nothing drives people to need alot
more ram or cpu, we could recover very sluggishly...unless
semis trip over themselves again in a race for overcapacity.


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