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Politics : Formerly About Applied Materials
AMAT 327.03+2.5%3:59 PM EST
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To: Big Bucks who wrote (33951)2/1/2000 12:09:00 PM
From: Ian@SI  Read Replies (2) of 70976
 
BB,

How do you reconcile your opinion with the fact that CPQ, GTW, AAPL and DELL have each warned this quarter of shortfalls because they couldn't get sufficient chips to meet demand?

Or do you just ignore this information from chip users; and stick with some belief unfounded in any current facts that causes you to hold onto last year's story long after it's dead and gone?

Just curious,
Ian.

P.S. A few of the equipment makers, in their earnings conference calls, have stated that the communications equipment sector growth is so strong that it's beginning to surpass the PC sectors requirements.
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