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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%Nov 18 3:59 PM EST

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To: derek cao who wrote (17778)3/17/1998 12:56:00 PM
From: philip terman  Read Replies (1) of 70976
 
kurlak has wacked the semiconductor industry again today.....
03/17/98 07:09:15
"new era "
"PC era passing"
"For the rest of 1998, the forces of oversupply, weak pricing and slowing end market growth......"..."a new low in stock prices for this group could occur, perhaps this summer....."
A variety of negative commentary from this tech guru.
Full text available from ML.
Phil T
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