Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

3:59 PM EST

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To: roly who wrote (9048)	10/20/1997 2:52:00 PM
From: Tito L. Nisperos Jr.	of 70976

Roly, did I tell you before that I do comparisons of AMAT and INTC's performance from time to time---that when times look so bad that AMAT under-performs INTC price-wise, then it's time to add to AMAT?...You are right, unlike INTC, AMAT has no earnings problem so right now we are seeing a Real Discount in AMAT!...

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