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

To: Katherine Derbyshire who wrote (23733)	9/2/1998 8:05:00 AM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 70976

I thought Hitachi sold fabs of DRAM type to JV partner TI who in turn sold to Micron who plans to upgrade. Am I confused over this multi month saga? TIA TI2

To: Katherine Derbyshire who wrote (23733)	9/2/1998 10:42:00 AM
From: Berk	Read Replies (1) \| Respond to of 70976

Katherine Thanks very much for your contributions to the thread. If you have time, I would like to ask several questions: So many of us look at the same things in order to find the top or the bottom of the move whether it be FA or TA (I'm a crossbreed myself) that perhaps we should be looking elsewhere. Since AMAT is representative of the industry and they are known to build cash to invest at the "bottom" of the downturn and current management has the reputation of being very knowledgeable, has there ever been a study to show this in fact is what happens? If so, what has it shown? More to the point are they buying now or are they sitting just watching the bargains build? I would suspect their investment bankers are in close contact bringing them opportunities fairly often. TIA