Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.90

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3:59 PM EST

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To: John L. who wrote (26241)	11/13/1998 8:38:00 PM
From: 16yearcycle	Read Replies (1) of 70976

"If all the box makers build inventory hoping to capture 30-40% of the market there will be a lot of excessive inventory after Christmas. Intel will have had 2 record quarters with there next record being the size of future cancellations." Fair enough. I am selling all my msft first thing Monday. It will be a sad day, but I have to cover myself since it sounds like 1999 is, with the lawsuit, all the unsold pc's, delays in NT, no sales of products because of y2k, and the ongoing problem of Wild Bill's colitis, going to be an awful year.

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