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To: IceShark who wrote (24066)3/9/1999 2:31:00 PM
From: wlheatmoon  Respond to of 86076
 
lol, probably would have shitted knowing I already have some AMAT puts in place. You dog! No slack here, that's for sure -g-



To: IceShark who wrote (24066)3/9/1999 2:34:00 PM
From: wlheatmoon  Read Replies (1) | Respond to of 86076
 
From an excellent trader who has been high on AMAT and the sector.

To: MKC (15303 )
From: Judy
Tuesday, Mar 9 1999 2:32PM ET
Reply # of 15306

DRAM oversupply was expected, the Koreans ramped up production a few weeks ago
and supply is hitting the market. Now we'll see whether the semi growth cycle is a
bubble or not. Time will tell, Mike.


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