Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 339.94

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Feb 11 3:59 PM EST

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To: Proud_Infidel who wrote (32707)	10/3/1999 11:40:00 PM
From: Gottfried	Read Replies (1) of 70976

Brian, re the Barron's article slamming Intel... The article said nothing new and betrays a certain arrogance on part of the author, i.e. >>Even as Intel's prospects start to look cloudy, investors refuse to see anything but blue skies< Does he mean only HE is aware that Intel's business is changing? Is he implying that the institutions [holding most of the Intel shares out] have their heads in the sand? Jay Palmer continues >what many investors may not understand is that Intel's business is changing dramatically < Again, Intel's changing business has been publicly addressed by management. Forbes had Intel on the cover and discussed this issue extensively. I think Barron's is late in publishing this as if it was news. Gottfried

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