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Politics : Formerly About Applied Materials
AMAT 228.20-2.3%3:08 PM EST

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To: Math Junkie who wrote (35852)7/21/2000 6:56:21 PM
From: Tony Viola  Read Replies (3) of 70976
 
We used to go ecstatic over a b2b anywhere near 1.26, or 1.16. Now it's an excuse to sell because it's lower than the last one? Maybe things are getting a tad less frantic, it sounds like to me, but nowhere near an end in sight for the boom. Look at Sun yesterday, McNeally says top of the first and there isn't even an out yet. That's about Internet infrastructure, which has semiconductors all over it.

As for Bryant of Intel not estimating cap exp. for next year yet, it is a little early. They'll have it at the October CC.

Tony
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