Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

Feb 2 3:59 PM EST

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To: John E. Rylander who wrote (8762)	10/17/1997 11:54:00 AM
From: davesd	of 70976

John, I know that the numbers are showing that PC sales are good...15% to 18%. What concerns me is that INTC is seeing a flatening (sp) in their earnings....and in Q2 and Q1...their unit chip shipment was flat. They did say that this quarter they had record shipments...but was it in the 15% range?? I suspect that INTC is a lagging indicator of PC sales....and sooner or later the 15% number will get revised downward. dave

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