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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (29743)	4/28/1999 12:10:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Richard, OT *** I have tried MicroCenter but haven't seen much need to prefer it to Fry's. They do carry some items Fry's does not have, like e-machines. On MU predicting the semi equips: it's a shaky relationship. AMAT price is disappointing now, but the fact that SEMI orders are still way below the 1997 peak reassures me. Price may go sideways longer than history suggests, then move up again. Rumor has it the stair case workers quit en masse for better pay elsewhere.:) Gottfried

To: Math Junkie who wrote (29743)	4/28/1999 3:20:00 PM
From: klaus pluszynski	Read Replies (2) \| Respond to of 70976

Looking at MU to predict the future of AMAT is telling only part of the story and is probably misleading this time. While MU is down 50% during Q1, other major semi vendors e.g. TXN, LSI, MOT are holding up pretty well and are even extending their gains. The SOX index has been trending sideways for four months now, and AMAT pretty much followed it. DRAM may be weak, but it's not the only game in town. Communications and the SEA foundries, for instance, are showing strong signs of life.