Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Jacob Snyder who wrote (20067)	6/10/1998 1:32:00 PM
From: Proud_Infidel	Read Replies (2) of 70976

Wait a minute here. Re:. I guarantee you that as long as INTC is hitting 52-week lows the equips will do poorly. How can you do well when your customers aren't? Even with the recent troubles INTC is facing, it is still one of the most profitable companies in America. Lets keep some perspective. Additionally, would an armament maker want one side to have an inordinate amount of power if selling weapons in a war? Of course not. If INTC is forced to compete with AMD and the like this will only help cos. like AMAT in selling their "weapons". I am not saying look for a run in stock price anytime soon. But the groundwork is being laid for an excellent run come late '98/ealy '99 into ????? BK

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