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

To: Gottfried who wrote (25427)	10/17/1998 2:05:00 PM
From: Paul V.	Respond to of 70976

Gottfried, Big Bucks, Teri, John L. and All, Have the bears and bulls noticed in the IBD, Friday Oct. 16, that the Elec. Semi Equip maker have moved up from the rank of 193 three months ago, to 189 last Friday, to 180 this Friday. Also, the Relative strength is only 2% off the high in February of 70 now at 68%. Note the IBD Relative Strength Chart which I chart using the data from the IBD and the DW procedure. You will have to scroll to the right since SI puts to many spaces between columns. A's = October, B's = Nov, C's = Dec. So A15 = 10/15. Naturally, the above is only my opinions and the data which I have reviewed and charted from the IBD data. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." Paul V. 72 70 X 68 X O A15 66 X O / X 64 X O / X 62 X O X / X 60 2 O 3 O / X X 58 X O X O X O X 56 X X O X X O X X X 4 O 8 X 54 X O X O X O X O X O X O X O X O X O X 52 X O X 0 X O X O X O X O X O X O X O X A9 50 X O X X 0 X O O X O X O X O X O X O X O X X X 48 X O X O X 0 X / O X O X O X O O X O X O X X O X O X 46 X O X O X 0 X / O X O X O X O X O X O X O X O X O X 44 X O X O X 0 / O X X O X O X O X O X O X O X O X O A6 42 X O O X / O X O X O / O 5 X O X O X O X O X O X 40 1 O O X O X / O X O X 9 O X X A X 38 O X O / O X O O O 36 / O / O X 34 / O X 32 O X X 30 O 7 X O X 28 O X X O X O X 26 O X O X O X 24 O X O X O X 22 O X O O 20 6

To: Gottfried who wrote (25427)	10/17/1998 2:26:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried,Intel is already a limited investor in Samsung Austin Semiconductor Inc., an Austin-based subsidiary of Samsung Group. Earlier this year the Santa Clara chip company registered in South Korea for the right to invest in Korean companies. And if my recollection is correct AMAT provide the equipment for MU, Samsung and Intel. Wonder when they all will be purchasing the 300 wafer equipment. Paul V.

To: Gottfried who wrote (25427)	10/17/1998 3:21:00 PM
From: 16yearcycle	Read Replies (3) \| Respond to of 70976

Hi Gottfried; "Eugene, has there been any discussion of the Intel purchase of MU shares? This may mean Micron can buy new equipment sooner." Yes. I am sure it means that is more likely and will certainly happen sooner than it would have. Since this is a major event, no one has talked about it except to discuss rambus and this implementation of their business plan. I would be really bullish except for the huge run we just had. That really was a good psft summary. It's really developed into a high risk, high reward deal. Another q or two of holding growth rates and gaining market share, and it will take off. If not....