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Politics : Formerly About Applied Materials
AMAT 334.59+1.8%9:40 AM EST
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To: Jacob Snyder who wrote (37660)10/3/2000 7:14:03 AM
From: semi2000  Read Replies (1) of 70976
 
FUD --> "CPUs for PCs will become a low-margin commodity, like Micron's business".

I wonder where did I hear that before? When I see Intel margins dropped by 10% I will believe that. Not to mention, when INTC margins are dropped EVERYONES margins WILL drop. Including AMAT. Another FUD to think about <vbg>
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