Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Sun Tzu who wrote (38469)	10/18/2000 6:07:03 PM
From: Proud_Infidel	Read Replies (1) of 70976

ST, How can this guy claim "We are not seeing any slowdown PCs Different companies have different outlooks. Although I am stating the obvious here, it is none to clear to those on WS who lump all of technology together. Last night, Andy Bryant said Intel was on allocation in many areas. Companies like RFMD and PMCS may have more trouble if handset sales slow since their growth is key to their share prices, much more than say an INTC. You cannot paint an entire industry with the same brush. BTW, I would not be surprised to see TXN's comments hammer semis although it would be the second time it was priced in. This is old news from summer yet the market seems to react lately as if it came out of nowhere. BK

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