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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Nadine Carroll who wrote (39903)	12/18/1998 5:09:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Nadine, Glut of fabs, glut of chips, but a huge shortage of trading sardines. <G> MB

To: Nadine Carroll who wrote (39903)	12/18/1998 9:00:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

Nadine: There is and its massive. The semi equipment producers' stock run-up is pure herd stupidity. Example; AMAT needs a backorder that exceeds a billion to be a viable, profitable company. It's a fraction of that today, and it won't grow until semis turn, plus there will be a lag this time around. due to the excess capacity. Good technology, excellent balance sheet, great management, but no orders. On the other hand, perhaps we're in an era where investors want to hold a company's paper even if they don't make money and even if they go broke. (g) Best, Earlie