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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?


To: MythMan who wrote (24448)3/10/1999 10:40:00 PM
From: J. P.  Respond to of 86076
 
Don Hays has written a good one today:

wheatfirst.com



To: MythMan who wrote (24448)3/11/1999 2:21:00 AM
From: IceShark  Respond to of 86076
 
This guy has promise for getting fired for calling a spade a spade:

exchange2000.com



To: MythMan who wrote (24448)3/11/1999 6:36:00 AM
From: accountclosed  Read Replies (1) | Respond to of 86076
 
From amat 10-Q march 9, 1999

DRAM Prices

The DRAM market improved during the first fiscal quarter of 1999 as
device prices reached a level that enabled semiconductor manufacturers
to increase capital spending. If DRAM pricing deteriorates, demand for
the Company's products could be materially and adversely affected.

PC Demand

Further shifts in demand from more expensive, high-performance
products to lower-priced products (sub-$1,000 PCs), or lower overall
demand for PCs, could result in reduced profitability for, and lower
capital spending by, semiconductor manufacturers, which could
materially and adversely affect demand for the Company's products.