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

To: Knighty Tin who wrote (47650)	2/17/1999 3:25:00 PM
From: wlheatmoon	Respond to of 132070

Couldn't avoid the AMAT puts. Thanks for the update and thoughts. mike

To: Knighty Tin who wrote (47650)	2/17/1999 4:54:00 PM
From: bob s	Read Replies (1) \| Respond to of 132070

MB-Any thoughts on why NVSL is holding up so well?? Bob

To: Knighty Tin who wrote (47650)	2/17/1999 9:21:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

MB: Just catching your Amat post. Excellent coverage. (g) A couple of added notes. Amat requires $1.0 billion per quarter in back order. Per quarter. The current back order exceeds that number, but covers more than one quarter. The type of orders being booked tell that story. This year is likely to see substantially reduced PC unit sales (y-o-y). This is an absolute blanket on semi growth. The semi producers know this. They also know that yield gains already in the pipeline will swamp the demand requirements of this market, Kip the Lip to the contrary. I agree with your comments on the quality of this company,...great balance sheet, good management, excellent technology,....just the wrong business at the wrong time. I like their puts right now. (g) Best, Earlie