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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST

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To: Justa Werkenstiff who wrote (25253)10/13/1998 5:09:00 PM
From: Paul V.  Read Replies (1) of 70976
 
Justa, Big Bucks, John L., Gottfried, Katherine and All,

With Intc beating the .80 number by .09 at .89 the SEMI's should get a pop tomorrow.

Does AMAT lead INTC or Intc lead AMAT in EPS and Price?

I have thought that INTC leads AMAT but want others opinions. If they do what is the monthly lag time.

My $.02.

Pau V.
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