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

To: Teri Skogerboe who wrote (22650)	8/7/1998 12:52:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Teri, you said > I find it hard to believe that all those excess DRAM fabs disappeared two nights ago.< They didn't and physical conditions change slowly, over time. But investor sentiment can change abruptly. The oil service sector is a good example: no great physical changes. There's still a glut of crude and news of rigs being stacked. But the sector's stocks have been soaring for two days. GM

To: Teri Skogerboe who wrote (22650)	8/10/1998 12:58:00 AM
From: Jeffrey D	Read Replies (3) \| Respond to of 70976

Teri:<<My 2 cents on recent stock action is that this is a SUCKER'S RALLY (your fault, jtech -g-), but the gulli-bulls get their day in the sun>> Teri, you're a HOOT! Suckers rally? Sounds like jtech, as many of us did, made money on it. Seems to me the only suckers are the ones that failed to buy in the 20s. Hmm, I guess that just might describe you? Should jtech be right {again!!} and AMAT does go back down then I guess we will have another buying opportunity won't we? Jeff