Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 269.55

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3:59 PM EST

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To: Katherine Derbyshire who wrote (26233)	11/13/1998 8:18:00 PM
From: 16yearcycle	Read Replies (2) of 70976

Please, I agree that the industry is struggling! You have taken my comments out of context when I was responding to F comments about slow pc sales. Rumors abound that pc sales are poor, and yet INTC and MSFT are projecting great q's. You do agree that INTC and MSFT have products that sell when pc's sell, right? I want to focus on how we can make all these realities come together, or filter out what may be bs. I am also guessing that cap spending will not be good this year. I think the equips are an awful place to make an investment Monday. But I think people will continue to be surprised by pc sales.

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