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

To: Gottfried who wrote (22560)	8/6/1998 10:27:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Article on Merced(0.18mu) and Son-of-Merced, McKinley(0.13mu): news.com

To: Gottfried who wrote (22560)	8/6/1998 11:26:00 AM
From: Tony Viola	Respond to of 70976

Gottfried, >>>"Justa, now it makes sense. Thanks for the Siemens article." Siemens is also no company that would be considered a bellwether in the semiconductor industry. Their business moves should not be considered any important indicator with regard to the health of the industry. In fact, that can be said for all European based companies that have ventured into the semiconductor industry. Finally, it's pretty obvious that the DRAM segment is in deep doodoo right now. Tony