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Politics : Formerly About Applied Materials
AMAT 240.80+4.6%3:59 PM EST
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To: Tony Viola who wrote (35871)7/22/2000 4:21:49 PM
From: michael97123  Read Replies (1) of 70976
 
Intc a hold he says. Prospects good but stock pricy. He questioned amount of r&d they said they were doing in 2nd half as too much, perhaps even in error. Some confusion because of upcoming split.

Take a look at the Bob Brinker thread, particularly the posts of Justa Werkenstiff who heads the thread and has so far called the chip selloff back in june. He claims stocks have peaked even if there are 2 years left in the cycle. It makes for interesting arguments.
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