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Politics : Formerly About Applied Materials
AMAT 230.77+0.9%Nov 12 3:59 PM EST

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To: orkrious who wrote (35406)5/31/2000 9:14:00 AM
From: Proud_Infidel  Read Replies (2) of 70976
 
Jay,

Excellent article. Not merely regurgitated facts about Moore's Law doubling chip speeds every 18 months yada yada yada. This guy really gets it......too bad most players on WS don't. Companies like AMAT and INTC have franchises much more valuable than say KO, yet are not valued as such.

BK
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