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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: w0z who wrote (37364)9/21/2000 5:29:19 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
Amazing! AMAT down to 66 on news that INTC's capex remains unchanged from previous guidance. Who exactly is trading these issues down on what essentially is a non-event for AMAT? IMHO, we are setting ouselevs(cap equipment sector) for a healthy run from these levels.

FWIW, Michael Dell came out today and said PC demand looked strong for H2. I did not see that reported on CNBC however:-(

BK
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