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Technology Stocks : Intel Corporation (INTC)

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To: Jacob Snyder who wrote (38907)	11/4/1997 9:14:00 PM
From: Paul Engel	Read Replies (2) of 186894

Jacob - Re: "The ride up isn't smooth, and the analyst earnings estimates are frequently off by large amounts. Ditto for AMAT." Boy, don't I know! I like AMAT - they are expanding like crazy here in the Valley and in Austin, Texas, I believe. Once the 300 mm wafer conversions begin, in 1999/2000 time frame, AMAT should go into orbit. Remember - older fabs will have to be converted to remain competitive - so brand new fab construction is not a prerequisite for AMAT's business to boom again. And these conversions will require essentially ALL NEW 300 mm equipment. Paul Paul

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