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Politics : Formerly About Applied Materials
AMAT 322.51+6.1%Feb 6 9:30 AM EST
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To: Teri Skogerboe who wrote (4237)5/3/1997 4:26:00 PM
From: Gottfried   of 70976
 
Teri, >>We are going to have the Biggest Retooling of an Industry in the History of this Country in the coming years and AMAT is at the very heart of this, plus they have Great Management<<

And AMAT wins no matter how their customers cut the pie. That's what I like - there really isn't much of an alternative to AMAT right now.

But you are a little starry eyed. :)
Who is the biggest threat to AMAT?

Gottfried
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