Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.75

+1.4%

1:55 PM EST

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To: Kirk © who wrote (37595)	9/29/2000 1:19:01 PM
From: Tony Viola	of 70976

Kirk, that's as good an analysis as I have seen. What we need to get out of this latest "PC is dead" malaise is for the OEMs and Intel to report in October that they made their numbers (November for Dell, HP, right?). I think that most or all of the OEMs have come out and said they're on track for Q3. Intel doesn't have new EPS numbers, but people that have bothered to try to figure out what they might be have come up with 1 to 2 cents lower than before their warning. Tony

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