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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Wally Mastroly who wrote (7711)8/12/1999 3:30:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
Wally: Re: "PC's get a bearish review from new M/L an analyst."

Let's see. About 40% of chip sales are attributable to the PC. So ML does not like the box makers because of margin concerns. On the other hand, ML likes AMAT because, in part, companies are giving PCs away. I think it is time for a vulcan mind meld for these two guys.
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