Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kumar Nathan who wrote (10348)	11/7/1997 10:14:00 PM
From: davesd	Read Replies (1) of 70976

Kumar..not to nit pick your post...but...I disagree with a few things.... "I expect PC sales to boom like crazy"....if they were booming then why are all the PC makers (other than DELL and CPQ, I expect their margins to take a dive soon too) hurting? And INTC's earnings going down. "I expect INTC will come out with stand alone PC with less than $1000K and knock the entire Net PC out of the market"....there are already tons of sub $1,000 on the market, unfortunately INTC did not expect it. "The benefits of falling currency in SEA is much more helpful for WDC, Quantum kind of world"....well what happened to WDC's margins this quarter?? How do you explain that INTC will have lower earnings this quarter compared to last year if PC sales are booming and their margins aren't declining??? Anyways, I think we will continue to disagree until the facts pan out in the next 6 to 9 months. dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next