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

To: Henry Eichorszt who wrote (27492)	12/31/1998 5:28:00 PM
From: Duker	Read Replies (1) \| Respond to of 70976

Henry... Thanks for posting the article about AMAT on the AMAT thread ... Personal Messages anyone? Just bustin' your chops guys. Hodess is a good guy, even though he went to Bowdoin. Interesting year coming up. Happy New Year All! --Duker

To: Henry Eichorszt who wrote (27492)	1/1/1999 2:06:00 AM
From: Skeeter Bug	Respond to of 70976

>>The time to sell, he says, will be when lead times in orders from semiconductor makers start to shorten and plant utilization rates start to drop.<< plant utilization in korea is about 65%-75%. how low should they go before selling - or not buying? his "analysis presumes that utilization is up and it isn't. the current pricing increases in dram is merely mfrd through temporarily reducing plant utilization. this doesn't include micron's plans to significantly ramp their output and they are a big, big player and will directly impact market pricing. the koreans, already at 75% utiliztion - best case scenario - are also reducing cost per bit by ramping output. smells like a continuing glut to me. everyone bought this guy's ideas hook, line and sinker. would somebody take off his rose colored glasses ;-)