Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.64

+1.1%

3:59 PM EST

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To: Proud_Infidel who wrote (26329)	11/16/1998 7:58:00 PM
From: Tony Viola	Read Replies (1) of 70976

Brian, AMAT followers, from the AMD thread, an analyst's (Sutro's) summary of Intel's analysts meeting last Friday. Mentioned 300 mm, 0.18 and copper. Intel only aggressively going after 0.18. Feels others not necessary yet (or want to save $$ or both) for their roadmap. Note that I have INTC and AMAT. Courtesy Maxwell, AMD thread. Message 6441558

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