Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+1.0%

12:59 PM EST

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To: Cheng Xu who wrote (8635)	10/16/1997 12:04:00 PM
From: John E. Rylander	of 70976

Agreed, but it hardly seems a rational concern wrt AMAT. The kinds of things we're seeing are not the kinds of things that will lessen, either strategically or tactically, the need for semiconductors or the machines that make them. A drop in profitability from "egregious" to merely "extreme" doesn't imply any sort of slow-down to me. Even if Intel isn't as decisively victorious, the war wages on more intensely than ever. As for AMD, what was their problem? Insufficient production of high-end chips. And the solution to that problem should make AMAT shareholders smile. If indeed INTC and AMD are the primary reasons for the drop in AMAT, then this is truly a great buying opportunity. But I wonder if there's something more. --John

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