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Politics : Formerly About Applied Materials
AMAT 307.20+2.0%3:59 PM EST

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To: Proud_Infidel who wrote (35730)7/12/2000 9:10:25 AM
From: Steve K  Read Replies (1) of 70976
 
The thing that annoys me about press releases such as these is that the CEO of one company who is having "problems" ("only" 55% growth) makes a blanket statement that his company's problems are everyone's problem. Seems to me that LRCX is much more likely to be placed on allocation than AMAT given the relative size of the companies. I guess we'll find out over the next few weeks.

Steve
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