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

To: zsteve who wrote (25513)	10/20/1998 11:01:00 AM
From: hdr	Read Replies (1) \| Respond to of 70976

zsteve/all, Interesting article from Austin American-Statesman on 300 mm wafers. exceprt: "We have products ready to go to customers for pilot lines, but there is only one pilot line going on right now," said Jaim Nulman, head of Applied's development effort. "It's like flying an airplane with no airport to land on and you are running low on fuel." ...In another indication of the problem, a four-hour session at the Semicon Southwest trade show today was to have focused on the move to 300-millimeter wafers. It was canceled , however, because not enough people registered for it. austin360.com hdr

To: zsteve who wrote (25513)	10/20/1998 11:14:00 AM
From: blake_paterson	Read Replies (1) \| Respond to of 70976

Re: Short Almost panicked this AM and nearly covered my one and only short, AMAT (at an 8% loss). Then I forced myself to look at the numbers once again, especially the recent BTB numbers kindly provided by members of this thread. Call me crazy for "going against the market" but I still can't see the AMAT bottom being addressed in past tense. So I've just added to my short position at 31 5/8, feeling very nauseated and dizzy. BP

To: zsteve who wrote (25513)	10/20/1998 12:08:00 PM
From: zsteve	Respond to of 70976

TI says "premature" to claim upturn in chips biz.yahoo.com