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

To: Knighty Tin who wrote (60011)	5/20/1999 1:17:00 PM
From: Joss	Read Replies (1) \| Respond to of 132070

Hi Mike, I have a friend who's company subs to AMAT for engineering design and manufacturing. Recently, over the past couple of months, business with AMAT has picked up. Further, he has been told of much more work coming . I asked who the final (AMAT)customers were and my friend did not know. I can think of possible reasons for this rise in business with AMAT: 1) Fab building/upgrade which has been in planning and is continuing in spite of current conditions. 2) AMAT is misjudging future business. 3) The folks at AMAT are privy to info on the state of the chip industry which I do not know. 4) Other? What do you think? Best, Steve

To: Knighty Tin who wrote (60011)	5/20/1999 1:59:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

MB, you and me both. I expected Dell to drop under 38 and AMAT to crack 70 yesterday, at which point I was going to take profits on the former and buy some puts on the latter. Neither happened, dad gum it. -mb

To: Knighty Tin who wrote (60011)	5/20/1999 3:40:00 PM
From: MythMan	Read Replies (2) \| Respond to of 132070

MB, AMAT has a long way to go before I would consider it done with fame. It has had a tremendous run up and hanging near the $60 mark is rather impressive.