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: Proud_Infidel who wrote (20074)	6/10/1998 3:47:00 PM
From: akidron	Read Replies (2) of 70976

Brian, u and jtechkid u are way too optomistic IMO with your market recovery forcasts... we have not yet bottomed... there is still too much denial... capacity his not diminished, in fact as yields improve it is increasing faster than demand... INTC may be one of the most profitable companies, but its margins are under pressure... the easiest way to restore them is to shrink the cost side, as right now they have no pricing power on the revenue side...

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