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

To: Knighty Tin who wrote (49543)	3/3/1999 10:27:00 AM
From: Stefan	Read Replies (1) \| Respond to of 132070

Michael I am in semi. capital equip industry and I don't see a boom like in "96. If you look at the stock prices then you would think otherwise. One of my customer indicated that they are getting 20% to 40% off the AMAT listed price. They gained market share in CMP just by selling at cost, so they say. One thing that puzzles me is the willingness of speculator to wear rosy glasses. Maybe they have too much of cash. I'm willing to help them with this problem.<g>