Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

3:59 PM EST

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To: Proud_Infidel who wrote (27124)	12/13/1998 10:41:00 PM
From: Skeeter Bug	Read Replies (1) of 70976

bk, i don't know what to think of kurlack. the guy definitely can be an utter idiot. i'm actually nervous he agrees with me ;-) his calls on mu in 1997 couldn't have been worse. i think intel is playing word games when using the term "shortage." i can't prove it now but expect the truth to be realized in h1 99. it is a little odd that intel would cut investment with this shortage. it is also odd that prices aren't increasing in this shortage. i always watch what these companies do and not what they say as they are a very tricky lot. what they say is technically true but often highly misleading as they leave out pertinent facts. if intel does have a shortage then we'll find out soon enough.

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