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


To: MythMan who wrote (54190)4/1/1999 1:32:00 PM
From: Earlie  Read Replies (1) | Respond to of 132070
 
MM:

I posted a short note to Tony on the Intel thread a few minutes ago. Thanks for bringing this up.

AMAT has a big problem,.....they don't have sufficient customers to keep their business viable as it is currently structured and sized.

These things sure try our patience. 9g)

Best, Earlie



To: MythMan who wrote (54190)4/1/1999 5:32:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
MM, if a few slides can make him think chip investments are safe, wait until he sees the full color pictures of The Brooklyn Bridge. <g>



To: MythMan who wrote (54190)4/1/1999 8:09:00 PM
From: Skeeter Bug  Respond to of 132070
 
>>Working back, the annual growth rate had to be well into the twenties.<<

20%? heck, that is 4 months worth of shrinks. what to do with the other 8 months that supply rips demand to shreds?

20% growth is limp...