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

To: Tony Viola who wrote (30063)5/11/1999 5:19:00 AM
From: Duker  Respond to of 70976
 
TV,

Thanks for the World According to Wilf. I appreciate the comments about the industry, capacity, and Wilf's brand of humor (fabless=chipless ... LOL ... if he could have made a cut at Brian Halla, that would have made the quote twice as funny!).

I would caution you about reading too much into what industry insiders are saying about the business outlook. This type of information is just a frivolous tangent in the investment process. It is much more important to come to grips with the direction of the long bond and the various trend lines -- as it is these things that truly impact AMAT's business and valuation in the long run. <VBG>

--Duker



To: Tony Viola who wrote (30063)5/11/1999 12:11:00 PM
From: Stefan  Read Replies (1) | Respond to of 70976
 
Yah and Morgan at the last meeting said that DRAM prices are firming.
If Wilf Corrigan believes that there will be capacity crunch then he should run to make a bid on the .18 um fabs at half price.
Words are only words but actions speak for themselves.

Has LSI announce plans for construction of new fab? If not then they are not very good in planing their forthcoming capacity problems.


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