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

To: Proud_Infidel who wrote (30415)	5/20/1999 11:49:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Brian, Mr Myers of SEMI actually thinks DRAM price weakness is accelerating equipment buys... "The continued strength of equipment orders is very encouraging," said Stanley Myers, president of SEMI. "Now that the Asian business climate has stabilized, reports of price weakness in the DRAM market seem to be accelerating the push to next-generation 0.18-micron technology for memory products. Test, assembly and packaging businesses are also recovering more quickly than expected thanks to the move to faster and more integrated chip designs." Gottfried I take that with a grain of salt.

To: Proud_Infidel who wrote (30415)	5/20/1999 12:18:00 PM
From: Robert O	Read Replies (2) \| Respond to of 70976

Holy short term anomaly, Batman. If someone had told me in the beg. of the week that he knew with 100% certainty the exact wording/content of AMAT's release and further predicted today's present price, I would have put a bullet through his head to save the poor sap the inevitable misery that would permeate his life. Thank God I didn't... 'cause I need that bullet. Maybe if they had come in at .45, and the future looked bleak, the price would be lower?? Now, of course, if there were very powerful people (viz. very well-capitalized) who needed to suppress a jump for only a few days [and knew from past experience they could do that] given they had written options and collected, say, 100 million in premiums, a great strategy would be to use that massive capitalization to protect their first investment. Couldn't do that for long, but only a few days no problem. That's what I would do with impunity, if, you know, I were 'them.' RO