Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

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Dec 26 9:30 AM EST

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To: Perry who wrote (9911)	10/28/1997 4:58:00 PM
From: miklosh	Read Replies (1) of 70976

M.M. (editor caifornia technology newsletter) said that he's more concerned about the broader mkt than tech. He said we're just coming off the weakest Q for tech and things should strengthen up considerably from here through Feb 98. The only co mentioned was INTC. paraphrased: when intel is trading at a discount to the general market there is no concern about overevalution here.

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