Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.34

-6.3%

3:55 PM EST

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To: zsteve who wrote (27120)	12/13/1998 8:56:00 PM
From: Proud_Infidel	Read Replies (3) of 70976

I cannot believe that there is not more discussion of Kurlak's views and assumptions. He states that, Intel is cutting its spending sharply now due to excess capacity , when in fact Intel is currently experiencing a shortage in capacity and they have REITERATED this several times recently. Paul Engel of the Intel thread articulates on Kurlak's competence, or lack thereof, far better than I: Message 6791813 BK

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