Amat's up big for a 1st quarter on memory, but it sounded like they won't really know how
their year is going to be until/if other products pick up. They're also still flushing the
toilet on that plant closing. I sold into this latest strength and will check back after
Q2 because that will give a better litmus test of whether they are going to meet or
surpass 07 numbers.

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Last edited on: 01-05-2009 02:45 pm

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Last edited on: 01-05-2009 02:45 pm